Resilient U.S. consumers boost structured assets

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[ "Jason Callan", "Ryan Osborn, CFA" ]

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Feb 20, 2024

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.

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Tagged with: Fixed Income

Disclosures

There are risks associated with fixed-income investments, including credit risk, interest rate risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer term securities. Mortgage- and asset-backed securities are affected by interest rates, financial health of issuers/originators, creditworthiness of entities providing credit enhancements and the value of underlying assets.

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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