Original article by Adam Tempkin
Jake Remley, senior portfolio manager at Income Research + Management, shared his views about the health of the mortgage bond market at this stage of the Covid-19 pandemic with Bloomberg. While investors continue to evaluate pandemic-driven headwinds and tailwinds in the CMBS asset class as workers do or do not return to the office, Jake argued that the Federal Reserve should cull its MBS buying. His views are driven by rising home prices, in addition to inflationary concerns across other areas of the market.
