Trump Administration’s Plan to Buy Agency MBS: How to Play It?
Policy headlines are creating fresh opportunities in securitized markets. This week on the Basis Points podcast, Kevin Flanagan is joined by Dave Goodson, Head of Securitized at Voya Investment Management, to break down the Trump administration’s proposed $200 billion purchase of agency mortgage-backed securities (MBS), what’s already priced in and where active fixed income managers may find relative value. They also explore why a mortgage-plus approach could make sense as policy and market dynamics continue to evolve.
Basis point: 1/100th of 1 percent.
MBS: Mortgage-backed security
CMBS…
The skinny
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