Published by John Carey

Portfolio perspectives | Article - 3 Min
Mortgage-backed securities – Headwinds on the decline
US mortgage-backed securities look attractive now relative to government bonds. Headwinds in the form of, for example, rising central bank...

Portfolio perspectives | Podcast - 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...