Debtwire Radio
ABS in Mind: RMBS hot topics; Mortgage performance during the pandemic, 2021 outlook. ep. 27
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:21:10
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Sinopsis
In this episode, Leland Abrams, the CIO of Wynkoop LLC and a lead portfolio manager for the Catalyst Enhanced Income Strategy Fund discusses some of his favorite themes within the legacy non-agency mortgage bond market and his outlook for 2021. Housing fundamentals should be fine, but be aware of bond structure and Libor cessation, he says.