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Market Perspectives

Sep 30, 2019 6:25:00 PM

As discussed in our 2018 year-end letter, the US bond market’s tone and tenor changed dramatically since last October when 10-year Treasury rates briefly hit a high of 3.25% and …

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Feb 28, 2019 12:36:00 PM

What a difference a year makes. As we closed out 2017, we discussed all-time highs in stock market indices, all time lows in stock market volatility, and persistently low long-term …

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Feb 28, 2018 12:41:00 PM

In May 2017, Semper contended that there are many compelling reasons to focus on the CRT market, offering investors an opportunity to achieve attractive risk-adjusted returns while accessing various parts …

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Nov 1, 2017 12:52:00 PM

All-time highs in stock market indices, all-time lows in stock market volatility, and persistently low long-term interest rates characterized a market that expects a business-friendly Trump administration and a continued …

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May 1, 2017 12:52:00 PM

Semper believes that the Credit Risk Transfer (CRT) market continues to be a compelling investment vehicle that offers RMBS investors an opportunity to achieve attractive risk-adjusted returns, while accessing various …

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Apr 1, 2017 12:53:00 PM

The past year has been characterized by growing concerns with regard to the near term path for interest rates and continued uncertainty regarding the Federal Reserve’s stance on monetary policy …

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Mar 1, 2017 12:57:00 PM

We believe that the Federal Reserve’s March 15th rate hike will not dampen demand in the nonagency RMBS market. Both demand and outlook for RMBS products will continue to be …

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Market Perspectives

Semper Capital Management strives to provide relevant and value-added content to keep current and future clients updated on our thoughts and positioning.