New issuance and trading activity in the RMBS market reflect a change in investor focus.
Opportunity knocks as Fed rate cuts are likely to steepen the yield curve.
Lower-quality credit spreads have more potential to widen than tighten.
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.
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