This document is intended for institutional investors and is not subject to all of the independence and disclosure standards applicable to debt research reports prepared for retail investors.
The year ahead looks likely to bring a fresh set of surprises as the world renormalizes from pandemic. Growth, rates and risk assets look likely to move in ways not yet fully built into market pricing. Join Amherst Pierpont strategists in a series of important calls looking at the unexpected risks and opportunities across markets.
Outlook 2021: MBS and securitized products
Tuesday, December 8, 2020 – 3:00pm EST
Steven Abrahams and Stephen Stanley will lead off this call with major themes in markets and the economy followed by detailed outlooks by Brian Landy in agency MBS, Chris Helwig in non-agency MBS and Mary Beth Fisher in CMBS followed by listener Q&A.
Abrahams and Stanley will lead off again with notes on markets and the economy followed by Meredith Contente and Dan Bruzzo with a detailed review of themes and opportunities in investment grade corporate credit followed by listener Q&A.
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