By Munish Gupta, Daniel H. Hyman, Bryan Lazarus | Jul 28, 2022 Agency MBS: Opportunities for Alpha in a Post-QE World Agency mortgage-backed securities (MBS) have faced unique challenges in 2022, but these challenges also create attractive new opportunities for active management.
By Mike Cudzil, Daniel H. Hyman | Sep 22, 2020 Should the Fed Buy Treasuries or Agency MBS During QE? Yes We believe the Fed’s mortgage purchase program is helping to bolster economic activity, and accomplishing more than Treasury purchases alone.
By Mike Cudzil, Daniel H. Hyman, Tiffany Wilding | Apr 06, 2020 Finding the Right Level of Support for Capital Markets and Mortgage Rates The Fed has moved aggressively to stabilize core assets, including mortgages. Yet several market indicators are still concerning.
By Daniel H. Hyman, Ryan Murphy | Mar 20, 2020 Mortgage Market: With a Little Help From the Fed We believe Federal Reserve and U.S. Treasury efforts to improve overall market liquidity will have a positive effect on U.S. mortgage pricing, bringing opportunity to investors.
By Mike Cudzil, Daniel H. Hyman | Mar 03, 2020 The Fed Has Another Lever to Pull The Fed could give the economy a powerful boost by maintaining the mix of assets on its balance sheet.
By Mike Cudzil, Daniel H. Hyman | Oct 17, 2019 Could the Fed Pivot on Balance Sheet Policy for Mortgage Securities? The Fed has another lever to pull to ease monetary policy, one that could increase savings rates and create more disposable income.
By Daniel H. Hyman | Apr 02, 2019 U.S. Housing: Potential Opportunity Amid Cautious Economic Outlook Even as the probability of a recession in the near-term remains low, we believe investors should look to sectors that are likely to be resilient in periods of higher volatility.
By Daniel H. Hyman | Oct 12, 2018 Quick Takes: Will Rising Rates Hurt the Housing Market? Daniel Hyman, co-head of PIMCO’s agency mortgage portfolio management team, provides insight into the factors that inform our favorable view of the housing market.
By Libby Cantrill, Mike Cudzil, Daniel H. Hyman, Kent Smith | Oct 11, 2017 Will Fannie and Freddie Draw From the Treasury? Much Ado About Nothing … We believe the policy focus should be on what agency MBS investors really care about: making the government guarantee explicit.
By Daniel H. Hyman, Alfred T. Murata | Mar 20, 2017 Opportunities in Mortgage-Backed Securities Daniel Hyman, co-head of PIMCO’s agency mortgage portfolio management team, and Alfred Murata, mortgage credit portfolio manager, discuss opportunities in mortgage-backed securities.
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