EPISODE · Jul 7, 2025 · 13 MIN
Securitization Rates in 2025 & Convexity Power of 2-4 Unit High LTV Loans
from Baird Fixed Income Insights: Convexity Pulse · host Kirill Krylov
This week, Kirill welcomes Baird MBS strategist, Steven Scheerer, to the show. They begin with a quick overview of index sector performance during the first half of 2025, and how the securitization rates have climbed across different loan types. For investors seeking strong call protection in premium MBS, they highlight the small, but growing, cohort of 2-4 unit loans with High LTV.
What this episode covers
This week, Kirill welcomes Baird MBS strategist, Steven Scheerer, to the show. They begin with a quick overview of index sector performance during the first half of 2025, and how the securitization rates have climbed across different loan types. For investors seeking strong call protection in premium MBS, they highlight the small, but growing, cohort of 2-4 unit loans with High LTV.
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Securitization Rates in 2025 & Convexity Power of 2-4 Unit High LTV Loans
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