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Listen "Inside the Securitized Market: Consumer Strength, Credit Risk and Hidden Opportunities"
Episode Synopsis
From auto loans to home equity lines, Douglas Gimple explains why the securitized market remains a fertile ground for active managers — and how consumer trends, credit enhancements and benchmark gaps are shaping today’s fixed income landscape. (47 min podcast)
DISCLOSURES
Bloomberg US Aggregate Bond Index measures the performance of investment grade, fixed-rate taxable bond market and includes government and corporate bonds, agency mortgage-backed, asset-backed and commercial mortgage-backed securities (agency and non-agency).
ABS – Asset-backed securities
CLO – Collateralized loan obligations
CRE CLO – Commercial real estate collateralized loan obligations
CMBS – Commercial mortgage-backed securities
Investment Grade is a Bond Quality Rating of AAA, AA, A or BBB.
The views expressed are those of the speakers as of November 2025 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.
DISCLOSURES
Bloomberg US Aggregate Bond Index measures the performance of investment grade, fixed-rate taxable bond market and includes government and corporate bonds, agency mortgage-backed, asset-backed and commercial mortgage-backed securities (agency and non-agency).
ABS – Asset-backed securities
CLO – Collateralized loan obligations
CRE CLO – Commercial real estate collateralized loan obligations
CMBS – Commercial mortgage-backed securities
Investment Grade is a Bond Quality Rating of AAA, AA, A or BBB.
The views expressed are those of the speakers as of November 2025 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.
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