Baird Fixed Income Insights: Convexity Pulse
Kirill KrylovBaird's Fixed Income Portfolio Strategy & Analytics Manager, Kirill A Krylov, PhD, CFA, offers our institutional investors a weekly discussion on the most recent Agency MBS market developments. From regulatory updates and changes in government mortgage programs to convexity-enhancing specified pool features, we highlight the most relevant news for MBS investor consideration. Robert W. Baird & Co. ... more
| Publishes | Weekly | Episodes | 32 | Founded | 8 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessBusiness NewsNews | |||
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Latest Episodes
Kirill Krylov and Steven Scheerer examine the strong fund inflows seen in January, the rebound of active inflows vs passive at the end of the month, and how flows may be an indicator of MBS investors increasingly viewing GSE MBS buying not as a one-o... more
Kirill Krylov and Steven Scheerer revisit the surge in GSE MBS buying and explain why its apparent success may create longer-term challenges for housing supply, mortgage rates, and GSE reform. They examine how shifts in Fed leadership and balance she... more
Kirill Krylov and Steven Scheerer address fears that GSE MBS buying could crowd out private investors, and explain why the data instead point to strong demand with a meaningful shift from active to passive flows. The episode also tackles the institut... more
Kirill Krylov and Steven Scheerer explore the tighter spreads in MBS post GSE purchase announcement, and why some investors are now hesitant to board the “government train.” They dive into where that demand is likely to land across UMBS, Ginnies, and... more
Kirill Krylov and Steven Scheerer break down the large-scale GSE MBS buying program announced last week and why a fast, visible policy fix may carry meaningful second-order consequences for market structure, supply, and long-term affordability. They ... more
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 va... more
In the final Convexity Pulse episode of 2025, Kirill Krylov and Steven Scheerer explore three themes shaping the 2026 MBS outlook: the quiet return of GSE buying, the growing policy debate around whether Fannie and Freddie should support construction... more
Kirill Krylov and Steven Scheerer break down one of the biggest structural developments in years: Freddie Mac’s new Loan Level Directed Collateral platform and how it reshapes the design of REMIC collateral from the ground up. They explain how LLDC a... more
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
A prominent source for institutional investors, this series centers around the intricate details of the Agency Mortgage-Backed Securities (MBS) market, discussing relevant developments and regulatory updates impacting the sector. Key themes often include government mortgage program changes, market dynamics, investor behavior, and analysis of MBS investment strategies. The hosts provide a blend of in-depth analyses with professional insights, likely appealing to financial professionals and investors looking to navigate the complexities of the current economic landscape. Unique to this series is its focus on convexity-enhancing features and the impact of macroeconomic factors on MBS valuations, making it a valuable resource for those engaged ... more
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this podcast launched 8 months ago and published 32 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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