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Article: Mortgage Derivatives Case Study: State Housing Finance Authorities
Investment Insights

While major prepayment models produce reasonable forecasts for broad segments of the mortgage market, they often have shortcomings.

May 7, 2026
Article: The AI Story’s Easy Phase is Over
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April 10, 2026
Article: Voya Views: Iran’s Market Impact
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Defending the Future

January 27, 2026
The defense sector is undergoing a structural realignment, catalyzed by geopolitical volatility, technological disruption, and shifting transatlantic security dynamics.

Private Credit Insights: Juvenile Delinquency

December 17, 2025
Despite recent bankruptcy headlines causing jitters in private credit markets, most corporate balance sheets remain healthy. But we need to talk about some of this messy lending.

A Guide to Mortgage-Related Assets

December 11, 2025
Here’s what you need to know about the sector that may be key to agency mortgage-backed securities outperformance.

Energy & Infrastructure Insight: Natural Gas

November 14, 2025
The U.S. natural gas industry has transformed into a global powerhouse—and it has further to go. A deep dive into the sector’s history, drivers, and debt financing landscape.
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