Across residential mortgage-backed securities (RMBS), commercial real estate (CRE) debt, collateralized loan obligations, asset-backed securities and corporate credit, an unusual dearth of traditional buyers has given rise to lofty yield spreads in parts of these markets. These set-ups include bonds that should be money good even under dire stress. In this DoubleLine Roundtable moderated by Product Specialist Phil Gioia, the heads of three of the firm’s credit teams explore the rich opportunities for active credit selection in this market. They are Ken Shinoda, Chairman of DoubleLine’s Structured Products Committee and Portfolio Manager overseeing the non-Agency RMBS team; Morris Chen, Director of the firm’s Commercial Mortgage-Backed Securities (CMBS) and Commercial Real Estate (CRE) Debt team; and Robert Cohen, Director of the Global Developed Credit team (corporate bonds and bank debt).
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By: DoubleLine Capital Title: Credit Opportunities for 2024: Higher Yields, Less Risk than in a Decade Sourced From: www.youtube.com/watch?v=QL9kUyjLWH4
