Special Episode: What to Do When Everything is Rich
Thoughts on the Market8 Juni 2021

Special Episode: What to Do When Everything is Rich

Chief Cross-Asset Strategist Andrew Sheets and Head of Fixed Income Strategy Vishy Tirupattur cover a key topic on the minds of many investors: where to invest now?


Mortgage Backed Securities (MBS) and Collateralized Mortgage Obligations (CMO)

Principal is returned on a monthly basis over the life of the security. Principal prepayment can significantly affect the monthly income stream and the maturity of any type of MBS, including standard MBS, CMOs and Lottery Bonds. Yields and average lives are estimated based on prepayment assumptions and are subject to change based on actual prepayment of the mortgages in the underlying pools. The level of predictability of an MBS/CMO's average life, and its market price, depends on the type of MBS/CMO class purchased and interest rate movements. In general, as interest rates fall, prepayment speeds are likely to increase, thus shortening the MBS/CMO's average life and likely causing its market price to rise. Conversely, as interest rates rise, prepayment speeds are likely to decrease, thus lengthening average life and likely causing the MBS/CMO's market price to fall. Some MBS/CMOs may have “original issue discount” (OID). OID occurs if the MBS/CMO’s original issue price is below its stated redemption price at maturity, and results in “imputed interest” that must be reported annually for tax purposes, resulting in a tax liability even though interest was not received. Investors are urged to consult their tax advisors for more information. Government agency backing applies only to the face value of the CMO and not to any premium paid.

Avsnitt(1582)

Rebalancing Portfolios as Risk Premiums Drop

Rebalancing Portfolios as Risk Premiums Drop

Our Chief Cross-Asset Strategist Serena Tang discusses how current market conditions are challenging traditional investment strategies and what that means for asset allocation.Read more insights from ...

22 Dec 20255min

How Will Credit Markets Fare in 2026?

How Will Credit Markets Fare in 2026?

To conclude their two-part discussion, our Head of Corporate Credit Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett discuss the outlook for inflat...

19 Dec 20258min

How to Navigate a High Inflation Regime

How to Navigate a High Inflation Regime

Our Head of Corporate Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett unpack what’s fueling persistent U.S. inflation and how investors could adju...

18 Dec 202511min

U.S. Policy Breaks Past Peak Uncertainty

U.S. Policy Breaks Past Peak Uncertainty

Our Public Policy Strategists Michael Zezas and Ariana Salvatore break down key moves from the White House, U.S. Congress and Supreme Court that could influence markets 2026.Read more insights from Mo...

17 Dec 202510min

Where Investors Agree—or Don’t—With Our 2026 Outlook

Where Investors Agree—or Don’t—With Our 2026 Outlook

Our Chief Fixed Income Strategist Vishy Tirupattur responds to some of the feedback from clients on Morgan Stanley’s 2026 global outlooks.Read more insights from Morgan Stanley.----- Transcript -----V...

16 Dec 20255min

Why Market Stability Matters to the Fed

Why Market Stability Matters to the Fed

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the significance of the Fed’s decision to resume buying $40 billion of Treasury bills monthly. Read more insights from Morgan Stanley.---...

15 Dec 20254min

Is the Credit Cycle Overheating?

Is the Credit Cycle Overheating?

Our Head of Corporate Credit Research Andrew Sheets explains why 2026 might bring a credit cycle that burns hotter before it burns out.Read more insights from Morgan Stanley.----- Transcript -----Andr...

12 Dec 20255min

Fed’s Next Steps and Markets’ Reactions

Fed’s Next Steps and Markets’ Reactions

Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the Fed’s path as inflation remains above its target and the labor market continues cooling.Read more ...

11 Dec 202512min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
avanzapodden
uppgang-och-fall
rss-dagen-med-di
lastbilspodden
fill-or-kill
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
24fragor
rss-kort-lang-analyspodden-fran-di
rss-den-nya-ekonomin
kapitalet-en-podd-om-ekonomi
dynastin
borsmorgon
rikatillsammans-om-privatekonomi-rikedom-i-livet