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JPMorgan sees muni housing bonds besting other sectors next year

Debt issued by states to finance low-interest loans for first-time home-buyers or build affordable housing carry higher yields and are less volatile, so they typically perform better than other muni sectors when rates rise, said Peter DeGroot, head of municipal research and strategy at the biggest U.S. bank.
Peter Degroot Meredith Whitney Ben Bernanke Jpmorgan Chase Co Federal Reserve Amortization Class

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Ellington hedge fund says it's time to go bargain hunting in mortgage bonds

Since the pandemic began, there have been fewer active managers buying the less liquid types of securitized debt, creating big opportunities for bargain hunting in securities like mortgage bonds and collateralized loan obligations, hedge fund Ellington Management Group says in a new report.
Mike Vranos Goldman Sachs Group Inc Goldman Sachs Wellington Management Group Deutsche Bank Goldman Sachs Group

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