Consumer analyst Jenny Hubbard discusses how third-party platforms have enabled Western retail brands to quickly build a meaningful presence in China and if we believe this positive momentum is sustainable.
Portfolio Manager John McClain, CFA, joins us to discuss why we find the BBB segment of the fixed income market compelling and where opportunities lie in the space.
- The mortgage-backed securities market has grown into a diverse market, offering investors a multitude of differentiated products to meet specific needs.
- Agency and non-agency mortgage-backed securities have historically provided attractive yields and high credit quality, as well as a wide variety of available securities.
- The market is complex and ever-evolving, but there are opportunities for managers to leverage different types of mortgage-backed securities to mitigate risk.
- At Diamond Hill, we believe security selection is key and apply a bottom-up approach to identify, and capitalize on, market inefficiencies.