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Jason Callan, Senior Portfolio Manager, Head of Core and Core Plus, Co-Head of Structured Assets
Ryan Osborn, CFA, Senior Portfolio Manager, Co-head of Structured Assets
As interest rates rose, U.S. consumers remained resilient due to robust balance sheets, but will this last? While cracks are beginning to appear, we see potential opportunities within structured assets in agency and non‐agency MBS.
Track fixed-income opportunities with this monthly update.
How should investors think about positioning portfolios as markets change?