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Nov 1, 2017

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

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

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

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, L.P. strives to provide relevant and value-added content to keep current and future clients updated on our thoughts and positioning.