mortgage-structured-finance-outlook-supply-demand-and-the-consumer 
Loomis Sayles Credit Research
FEBRUARY 15, 2024
In August 2023, you talked about the demand void left in the agency MBS market after some of its largest buyers moved to the sidelines. Do you expect agency MBS demand concerns to linger in 2024? Demand could come from a variety of different buyers, including banks, money managers and non-US buyers.
Loomis Sayles Credit Research
FEBRUARY 13, 2024
Julian, economic conditions have eased somewhat for the banking sector, how has this influenced your outlook? Julian, economic conditions have eased somewhat for the banking sector, how has this influenced your outlook? Throughout 2023, our analysts opined on risks related to commercial real estate (CRE) and their lenders.
Expert insights. Personalized for you.
64 
Let's personalize your content