As a result of mass deurbanization during the pandemic, where fleets of people left cities for more suburban areas, residential housing markets have seen unprecedented buyer activity over the last several months. But as buyer demand continues to saturate the market, where does that leave supply? Could deurbanization continue as a post-COVID trend? And what else might investors want to consider in this space? On this episode of Disruptive Forces, Dmitry Gasinsky, Head of Mortgage Loan Management, speaks with Anu Rajakumar about the ongoing competitiveness of the residential loan market, how the COVID-19 crisis compares to that of the global financial crisis and where housing trends go from here.
European High Yield: A Clear Case for Active Management
Passive European high-yield strategies may not be as cheap as they appear, and may pose more risk than you think.
The Inside Track - Public and Private Markets Outlook; Episode 3: The Credit Continuum
(08:27) In this short video, experts from our public and private markets teams share their outlook on credit markets.
The Mortgage-Backed Moment
Securitized credit, and especially mortgage-backed securities, can be an attractive source of income while waiting for volatile bond markets to settle.