Daniel Hyman
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Several existing policy capabilities could help ease mortgage costs and improve housing affordability without requiring new legislation.
Agency mortgage spreads remain unusually wide, creating attractive opportunities in high-quality fixed income. Portfolio Manager Daniel Hyman discusses where active managers may find value in agency MBS and why certain market participants can create pricing inefficiencies.
In our U.S. housing market monitor, we discuss how elevated mortgage rates, shifting affordability, and widening regional divergence are reshaping the market and the investment landscape.
Targeted interventions could lower mortgage rates, but missteps risk making affordability worse.
Policy support is helping narrow mortgage spreads, and valuations remain historically attractive. Portfolio manager Dan Hyman discusses the opportunity across agency mortgage backed securities (MBS), which offer high quality, liquid exposure with defensive traits and compelling income potential.
Dan Hyman, Portfolio Manager, explores why agency mortgage-backed securities (MBS) are compelling for investors today, highlighting historical performance, current market dynamics, and the attractive yield potential ahead.
A rushed exit from conservatorship could increase mortgage rates and worsen home affordability.