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

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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.

A Guide to Private Credit Secondaries

October 13, 2025
In the increasingly competitive and complex landscape for private credit allocations, private credit secondary strategies allow investors to achieve exposure to a diversified portfolio of high-quality deals via a single investment with the added benefit of potentially higher returns.
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