US RMBS: Growth built on firm foundations

Judith Sciamma-Sabbah, CEO & CIO of London-based manager WyeTree Asset Management argues that certain RMBS investments are currently under-valued

The investment outlook for US residential mortgage-backed securities is further strengthening, reinforced by a new political environment that is expected to be favourable to domestic economic prospects. Offering a number of investment attributes particularly attractive to institutional investors in today’s environment, RMBS is a compelling opportunity that is now also