Prepayment risk for recently originated mortgages is high.
Investor demand for investment-grade credit is increasing competition for aircraft ABS.
Secondary loan prices rose in the second quarter on the back of robust CLO demand.
The CRE-CLO product is in its early years while conduit is showing its age.
Real estate investors mull the ramifications of rent control.
Not all prices in a strong first half were lifted equally by this Fed-induced rally.
Positive performance could be tempered by any number of disruptive events in the third quarter.
Negative credit headlines did not diminish investor appetite for municipal bonds.
Favorable fundamentals should improve cash flows in select subsectors.
The next 50 basis-point move in the Treasury yield curve is likely to be a steepening.
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