Weekly Report: what happened at CMBS last week (0408-0412)?

Fixed Income Perspectives - Looking Ahead At Q2 2024: A Pause Before A Pivot

Adam Abbas' Fixed Income Market Commentary - Q1 2024

Playing Demographic Divergence Now

By 2050, one in six people globally will be over the age of 65. The number of people of working age is shrinking across developed markets but growing in emerging markets. Working-age populations are declining in major economies. We favor countries that are better adapting to the demographic shifts.

Weekly Report: what happened at CMBS last week (0401-0405)?

Staying Nimble While Seeking Income

iShares CMBS ETF declares monthly distribution of $0.1256

IShares CMBS ETF declares monthly distribution of $0.1256. 30-Day SEC Yield of 3.98% as of March. 27. IShares CMBS has a 30-day SEC yield of 2.9%. The fund has a target date of April 01, 2024.

Weekly Report: what happened at CMBS last week (0325-0329)?

Riding The Convexity Wave In Securitized Credit

Home Investing Strategy Fixed Income Analysis Riding The Convexity Wave In Securitized Credit. Four areas of securitized products that offer interesting convexity anomalies or opportunities in the current rate environment. Agency Mortgage-backed Securities (MBS) are the least negative for the first time.

Weekly Report: what happened at CMBS last week (0318-0322)?

Weekly Report: what happened at CMBS last week (0311-0315)?

Weekly Report: what happened at CMBS last week (0304-0308)?

iShares CMBS ETF declares monthly distribution of $0.1269

Weekly Report: what happened at CMBS last week (0226-0301)?

Weekly Report: what happened at CMBS last week (0219-0223)?

Weekly Commentary: Overheated

Fixed Income Market Expectations In 2024

Michael Goosay, Chief Investment Officer, Global Fixed Income, shares his outlook for the fixed income markets in 2024. He says global central banks may be looking to cut interest rates in 2024 and beyond. He believes fixed income will be an attractive asset class as the economic tightening cycle turns into a pause in and an easing of policy.

A Turning Point In Sub-Prime Credit

Sector Insights: What Could Go Right In 2024?

Chart Of The Moment: Commercial Real Estate's Surprising Rally

Commercial mortgage-backed securities (CMBS) rated BBB have outperformed Treasuries, corporate bonds, and other securitized credit sectors for the year to date. Some of this rally in CMBS likely was triggered by market expectations that interest rates peaked. The commercial real estate market's impending demise has been well-documented.