CMBS iShares CMBS ETF Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
No data yet
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
15:04
Oct 07
Oct 07
Bloomberg Markets
Buy CMBS for price-insensitive backing.
Buying CMBS at current levels when the 10-year is at 5.50% is attractive because they are backed by price-insensitive consumer spending; those bonds are fantastic.
CMBS
iShares CMBS ETF
Long
1ST
—
—
05:58
Sep 11
Sep 11
Bloomberg Markets
ABS, CMBS, CLO offer rate cushion
Credit spreads are very tight, leaving little cushion if there is a scare, so he is looking at higher-rated ABS, CMBS, and CLOs where the rate cushion still offers interesting opportunities.
CMBS
iShares CMBS ETF
Long
1ST
—
—
15:06
Sep 01
Sep 01
Morgan Stanley
Securitized credit offers value and strong collateral.
Securitized sectors are an overweight because spreads are not as tight as the rest of fixed income and owning yield looks strong given the underlying collateral; this applies across CMBS, ABS and residential mortgage-backed securities.
CMBS
iShares CMBS ETF
Long
1ST
—
—
About CMBS Investor Commentary
Across the available history and selected sources, Buzzberg tracks CMBS (iShares CMBS ETF) across 3 sources: 9 bullish vs 0 bearish calls from 9 authors. Historical directional balance: 90% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 10 total trade ideas tracked. Latest voices: Vishal Khanduja, Gareth Nicholson, Jeff Mueller.