EPISODE · Jan 30, 2026 · 53 MIN
Credit Crunch: Beach Point’s Hunsaker on Structured Landscape
from FICC Focus · host Bloomberg Intelligence
“We’ll risk-manage the portfolios such that, when beta is an uncompelling opportunity set, we have more risk-management overlays in place. And luckily, where we are today with the short rebate that you get paid to borrow and short bonds, it’s not that much of an opportunity cost,” says Beach Point Capital Portfolio Manager and Head of Structured Credit Benjamin Hunsaker, discussing limited excess-return prospects in the context of long-short strategies. Hunsaker joins Bloomberg Intelligence’s Noel Hebert on this episode of the Credit Crunch podcast to explore the climate in consumer and mortgage-backed credit products, the effect of policy headlines, supply-side housing issues and opportunities in commercial real estate.
What this episode covers
“We’ll risk-manage the portfolios such that, when beta is an uncompelling opportunity set, we have more risk-management overlays in place. And luckily, where we are today with the short rebate that you get paid to borrow and short bonds, it’s not that much of an opportunity cost,” says Beach Point Capital Portfolio Manager and Head of Structured Credit Benjamin Hunsaker, discussing limited excess-return prospects in the context of long-short strategies. Hunsaker joins Bloomberg Intelligence’s Noel Hebert on this episode of the Credit Crunch podcast to explore the climate in consumer and mortgage-backed credit products, the effect of policy headlines, supply-side housing issues and opportunities in commercial real estate.
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Credit Crunch: Beach Point’s Hunsaker on Structured Landscape
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