Non-Agency Residential MBS Loading... : Investor Sentiment and Bull/Bear Views

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22:07
Jul 29
Ken Shinoda Portfolio Manager, Doubleline Capital Bloomberg Markets
Rotate into non-AI securitized debt
Investors should go back to basics and rotate into sectors that do not have exposure to the big AI capex cycle. Agency mortgage-backed securities, non-agency residential mortgages, and asset-backed securities backed by credit cards, auto loans, and hard assets are all areas that provide yield without AI-related risk.
MED

About Non-Agency Residential MBS Investor Commentary

Across the available history and selected sources, Buzzberg tracks Non-Agency Residential MBS across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 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. 1 total trade idea tracked. Latest voices: Ken Shinoda.