Securitized assets Loading... : Investor Sentiment and Bull/Bear Views

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23:06
Jan 22
Jerome Schneider Head of Short-Term Portfolio Management, Pimco CNBC
Agency MBS attractive over late-cycle corporates.
Because corporate credit is in a late-cycle environment, Jerome favors securitized assets and agency mortgages as a complement; they remain attractive at current yield and spread levels.
MED
12:12
Jan 16
Alex Brazier Global Head of Investment & Portfolio Solutions, BlackRock Bloomberg Markets
Securitized assets for steady income
Investors want more steady income and are moving away from growth and high-risk taking, which is why they have broadened out into more debt and securitized assets.
MED

About Securitized assets Investor Commentary

Across the available history and selected sources, Buzzberg tracks Securitized assets across 2 sources: 2 bullish vs 0 bearish calls from 2 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. 2 total trade ideas tracked. Latest voices: Jerome Schneider, Alex Brazier.