Agency Mortgage REITs: Leveraging An Attractive Asset Paid Members Public
Summary 1. Rising rates in addition to elevated interest rate volatility have led to a widening in agency MBS spreads and significant declines in book value within the agency mortgage REITs. We think that presents an attractive buying opportunity. We walk through the mREIT business models in detail. 2. We
Cross-Asset Snapshot Paid Members Public
Cross-Asset Snapshot Paid Members Public
Classifying Closed End Funds Paid Members Public
Introduction Closed End Funds (“CEFs”) offer investors different ways to take advantage of the recent rise in interest rates, especially as Net Asset Value ("NAV") discounts widen. We recently published a primer on CEFs (Closed End Funds: An Overview, Risks and Opportunities) for those looking to learn more
Cross-Asset Snapshot Paid Members Public
Cross-Asset Snapshot Paid Members Public
Cross-Asset Snapshot Paid Members Public
