Weekly investment update – Diverging fortunes
The latest purchasing manager indices (PMIs) illustrate the divergence that is appearing in the economic fortunes of Europe and the...
US mortgage-backed securities, an oasis in the desert
In the desert of high-quality fixed income instruments bearing negative interest rates, US mortgage-backed securities, a triple ‘A’ rated asset...
Market weekly – US MBS: a solid foundation and more (podcast)
US mortgage-backed securities (MBS) currently offer an attractive yield pick-up over US Treasuries and have even greater appeal over comparable...