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EPISODE · Nov 3, 2025 · 14 MIN

Gold's Pullback and G2 Customs Potential Return

from Baird Fixed Income Insights: Convexity Pulse · host Kirill Krylov

This week on the Convexity Pulse, Kirill Krylov flies solo for a recap that spans gold’s sharp reversal, shifting fund flows, and REITs’ growing influence in the mortgage market. He unpacks the divergence between active and passive inflows, and the renewed buying power of leveraged REITs. He ends with thoughts on Bloomberg’s proposal to reintroduce Ginnie Mae custom pools into the Aggregate Index and how that could reshape MBS weights and convexity risk.

What this episode covers

This week on the Convexity Pulse, Kirill Krylov flies solo for a recap that spans gold’s sharp reversal, shifting fund flows, and REITs’ growing influence in the mortgage market. He unpacks the divergence between active and passive inflows, and the renewed buying power of leveraged REITs. He ends with thoughts on Bloomberg’s proposal to reintroduce Ginnie Mae custom pools into the Aggregate Index and how that could reshape MBS weights and convexity risk.

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Frequently Asked Questions

How long is this episode of Baird Fixed Income Insights: Convexity Pulse?

This episode is 14 minutes long.

When was this Baird Fixed Income Insights: Convexity Pulse episode published?

This episode was published on November 3, 2025.

What is this episode about?

This week on the Convexity Pulse, Kirill Krylov flies solo for a recap that spans gold’s sharp reversal, shifting fund flows, and REITs’ growing influence in the mortgage market. He unpacks the divergence between active and passive inflows, and the...

Can I download this Baird Fixed Income Insights: Convexity Pulse episode?

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