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 | 48 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessNewsBusiness NewsInvesting | |||
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Latest Episodes
In this week’s Convexity Pulse, Kirill Krylov and Steven Scheerer discuss why technical factors continue supporting agency MBS, even as spreads approach fair value and investors become increasingly selective. They examine how intergenerational wealth... more
Every generation believes it is navigating unprecedented uncertainty. This week, Kirill Krylov and Steven Scheerer explore what that uncertainty means for mortgage investors today. The discussion covers a surge in bond fund inflows, renewed strength ... more
In this week’s Convexity Pulse, Kirill Krylov and Steven Scheerer discuss why volatility, rather than the outright direction of rates, may remain the most important variable for agency MBS investors as markets navigate a resilient labor market, geopo... more
In this week’s Convexity Pulse, Kirill Krylov and Steven Scheerer discuss why agency MBS fundamentals remain more constructive than recent volatility would suggest, despite geopolitical uncertainty and seasonal supply pressures. They examine the grow... more
In this week’s Convexity Pulse, Kirill Krylov and Steven Scheerer finally reunite for the podcast’s long-delayed “50th” episode and discuss a mortgage market caught between elevated volatility and still-powerful carry dynamics. They examine how stron... more
In this week’s Convexity Pulse, Kirill Krylov discusses how the mortgage market is transitioning from a volatility-driven environment toward one increasingly supported by carry, stable demand, and improving higher-coupon prepayment behavior. He exami... more
Kirill Krylov discusses how a more stable but directionless rate environment is shifting MBS returns away from volatility-driven spread tightening and toward carry and demand support. He examines the evolving role of GSE buying, highlighting a transi... more
Kirill Krylov and Steven Scheerer discuss a more cautious near-term outlook for MBS as valuations remain tight and supply is set to increase against a backdrop of uneven demand. They explore how GSE buying behavior is evolving from a constant bid to ... 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 weekly briefing on the Agency MBS landscape, with a focus on regulatory updates, government mortgage programs, convexity-enhancing features, and the evolving role of GSEs in mortgage markets. Episodes emphasize how policy shifts, trades in custom pools, and new platform tools affect loan selection, pricing, liquidity, and investor behavior. Noteworthy is the emphasis on practical implications for institutional investors and money managers—such as how GSE buying programs, LLDC-like innovations, and supply constraints shape risk, spreads, and opportunities in MBS. The show tends to blend technical market analysis with real-world scenarios (e.g., prepayment dynamics among seniors, construct-capable lending, and the balance between policy aim... more
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1. FICC Focus
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3. The Credit Edge by Bloomberg Intelligence
4. Thoughts on the Market
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this podcast launched a year ago and published 48 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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