New Year Resolutions for Mortgage Investors

What this episode covers

In the first Convexity Pulse of 2026, Kirill Krylov kicks off the year assessing an MBS market that looks rich after a historically strong 2025. He walks through why spreads are tight across coupons and vintages, why inflows still matter more than valuations alone, and why investors will require deeper pool-level and out-of-index strategies in the year ahead. The episode also examines shifting housing policy priorities, the limits of rate relief, and why securitization rates may now pose more downside than upside risk for MBS supply.

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Frequently Asked Questions

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

This episode is 12 minutes long.

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

This episode was published on January 5, 2026.

What is this episode about?

In the first Convexity Pulse of 2026, Kirill Krylov kicks off the year assessing an MBS market that looks rich after a historically strong 2025. He walks through why spreads are tight across coupons and vintages, why inflows still matter more than...

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

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.