Published by John Carey

PORTFOLIO PERSPECTIVES | Audio - 13:10 MIN
Talking heads – There is a reasonable alternative: mortgage bonds
After a bright start, US mortgage-backed securities face a sunnier year in which this fixed income asset class could reverse...

PORTFOLIO PERSPECTIVES | Blog - 3 Min
US housing market to come off the boil, but remain fundamentally sound
While recent monetary policy tightening in the US to counteract high inflation will likely take some heat out of the...