Sep 27, 2021
We remain extremely constructive on both the fundamental and technical landscape for the RMBS sector and mortgage credit and see meaningful opportunity for continued spread tightening in the sector. The …Read Story
Sep 7, 2021
While it is expected that supply throughout 2021 will continue to pick up back to, and above, pre-COVID levels, the market is still recovering from the reduction of supply in …Read Story
Sep 2, 2021
Rising home prices are a strong fundamental tailwind for mortgage credit and RMBS securities and throughout 2021, the housing market has continued to outperform expectations with strong price appreciation, now …Read Story
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.