Déjà vu – Government Sponsored Enterprise reform in a second Trump administration

04/02/2025 4 min Episodio 70
Déjà vu – Government Sponsored Enterprise reform in a second Trump administration

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Episode Synopsis

What’s next for Fannie Mae and Freddie Mac? Eric Hathaway, Portfolio Manager on the BlueBay U.S. Fixed Income team, breaks down the evolving discussion on GSE reform and examines the two potential paths forward—an exit from conservatorship or full privatization—and what each could mean for agency mortgages.