Insights Now

How secure is securitized debt?


Listen Later

Securitized products have emerged as a compelling investment option in 2025, offering higher yields and diversification benefits compared to other fixed income sectors. As economic uncertainties loom, these products provide investors with the opportunity to make targeted bets on specific market segments, such as the housing market or consumer health. The securitized debt market, integral to U.S. lending and economic activity, transforms illiquid assets into a range of securities across the risk spectrum, enhancing portfolio risk-adjusted returns. Despite its potential, the sector faces challenges, including rising interest rates and a persistent housing shortage, which require strategic investment in quality issuers and assets.

In this episode of Insights Now, Gabriela Santos is joined by Sameer Riaz, Head of Securitized Research, to explore Sameer’s insights on the securitized products market and its role in modern investment strategies.

Watch the video version on YouTube.

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify 

 

...more
View all episodesView all episodes
Download on the App Store

Insights NowBy Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

90 ratings


More shows like Insights Now

View all
Investing Insights by Morningstar

Investing Insights

525 Listeners

Exchanges by Goldman Sachs

Exchanges

968 Listeners

Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,174 Listeners

Masters in Business by Bloomberg

Masters in Business

2,170 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

201 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

290 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,047 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

289 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

191 Listeners

Making Sense by J.P. Morgan

Making Sense

69 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,311 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

78 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,578 Listeners

Barron's Live by Barron's Live

Barron's Live

213 Listeners

The Markets by Goldman Sachs

The Markets

80 Listeners