The latest MBA weekly survey shows mortgage applications rose 7.1% in the week ending March 8 on the back of a 4.7% increase in purchases and a 12.2% rise in refinancing, marking the second consecutive weekly increase. Higher…
Our Portfolio Allocation Summary for March 2024.
We rank the US spread sectors in terms of risk versus reward.
Our Portfolio Allocation Summary for February 2024.
We present the performance review of the Global Fixed Income Strategy Model Bond Portfolio for 2023. We also discuss the outlook for 2024 performance based on our Key Views for the year. The portfolio is positioned to benefit from a…
Our Portfolio Allocation Summary for January 2024.
Our Portfolio Allocation Summary for December 2023.
According to BCA Research's US Bond Strategy service, the current spate of MBS underperformance has created a lot of value in the sector. Mortgage-Backed Securities underperformed the duration-equivalent Treasury index by…
Our Portfolio Allocation Summary for November 2023.