Where Semper CEO Parsons Is Seeing Opportunities in the MBS Market

The video discusses the introduction of Uniform Mortgage-Backed Securities (UMBS) by Freddie Mac and Fannie Mae, aiming to add liquidity and depth to the mortgage market. Greg Parsons, CEO of Semper Capital Management, shares insights on market opportunities, regulatory impacts, and global market dynamics. The discussion covers the differences between commercial and residential markets, highlighting the potential in the non-agency sector. The video concludes with thoughts on the future of MBS and the role of government support in driving market opportunities.

How do low interest rates globally impact investor behavior in the mortgage market?

What factors contribute to the strength of the US homeowner's credit dynamics?

What is the significance of the non-agency portion of the mortgage market in terms of value?