Baird Fixed Income Insights: Convexity Pulse Podcast Por Kirill Krylov arte de portada

Baird Fixed Income Insights: Convexity Pulse

Baird Fixed Income Insights: Convexity Pulse

De: Kirill Krylov
Escúchala gratis

Baird's Fixed Income Portfolio Strategy & Analytics Manager, Kirill A Krylov, PhD, CFA, offers our institutional investors a weekly discussion on the most recent Agency MBS market developments. From regulatory updates and changes in government mortgage programs to convexity-enhancing specified pool features, we highlight the most relevant news for MBS investor consideration. Robert W. Baird & Co. Incorporated is providing this information to you for discussion purposes.  The materials do not contemplate or relate to a future issuance of municipal securities.  Baird is not recommending that you take any action, and this information is not intended to be regarded as “advice” within the meaning of Section 15B of the Securities Exchange Act of 1934 or the rules thereunder. This broadcast contains the current opinions of the hosts and are subject to change. The broadcast is provided for informational purposes only, is not a complete analysis of every material fact regarding any company, industry or security and should not be considered investment advice or recommendations. Investors should obtain professional advice before making investment decisions. The information has been obtained from sources considered reliable but its accuracy is not guaranteed. Past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. Baird is not a legal or tax services provider and you are strongly encouraged to seek the advice of the appropriate professional advisors before taking any action. This broadcast may not be reproduced without expressed permission of Robert W. Baird & Co. Incorporated. Member SIPC.2025 Baird Economía Finanzas Personales Política y Gobierno
Episodios
  • Micro & Macro Stress Building Simultaneously

    Micro & Macro Stress Building Simultaneously
    Jul 21 2025

    This week, Kirill welcomes back Baird MBS strategist, Steven Scheerer. After highlighting a few of last week’s mortgage performance surprises, they discuss some of the factors leading to higher delinquencies and faster Out-of-the-money speeds in certain MBS cohorts. They provide macro thoughts on the latest CPI print and take a look at liquidity through the prism of the Strategas composite.
    Más Menos
    12 m
  • Schrodinger's Housing Market & GSEs Potential Return to MBS Buying

    Schrodinger's Housing Market & GSEs Potential Return to MBS Buying
    Jul 14 2025

    This week, in addition to a brief MBS Market update, Kirill discusses how the housing market seems to simultaneously be in two conflicting states. From the MBS perspective, he highlights the potential return of GSE portfolio buying, which could be an important source of MBS demand.
    Más Menos
    9 m
  • Securitization Rates in 2025 & Convexity Power of 2-4 Unit High LTV Loans

    Securitization Rates in 2025 & Convexity Power of 2-4 Unit High LTV Loans
    Jul 7 2025

    This week, Kirill welcomes Baird MBS strategist, Steven Scheerer, to the show. They begin with a quick overview of index sector performance during the first half of 2025, and how the securitization rates have climbed across different loan types. For investors seeking strong call protection in premium MBS, they highlight the small, but growing, cohort of 2-4 unit loans with High LTV.

    Más Menos
    13 m
Todavía no hay opiniones