Overexposed to Credit in LDI

How does long-duration investing stack up against corporate credit and the equity markets? DoubleLine’s Fred Schachinger, head of the Institutional Client Team, hosts Vitaliy Liberman, the firm’s Agency MBS Portfolio Manager, for a discussion in which Mr. Liberman reviews the 20-year performance of the S&P 500 Index, U.S. Treasuries, corporate debt and long-duration mortgages. Mr. Liberman takes a look at past and present market conditions to assess the opportunities in long-duration mortgages and details DoubleLine’s history with the asset class. He also talks about how tech advancements have impacted mortgage prepayment rates, the effects of the Federal Reserve’s policies on the mortgage market and what the WFH shift and millennial home ownership might mean for the housing market. This webcast was recorded May 12, 2021, the first day of the two-day DoubleLine Virtual Client Conference.

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