Episode 2 - Inside the RMBS Boom

“Private credit” is often used as one label for very different kinds of lending. In Episode 2 of Not All Private Credit Is Created Equal, Andrew Papageorgiou and Portfolio Manager Theo Calligeris look at the residential mortgage and asset-backed securities market (RMBS and ABS). They cover what’s really happening with arrears, why new issuers need closer scrutiny, and what today’s tight spreads mean for investors. This video contains general information only and does not take into account any person's objectives, financial situation or needs. It is intended for wholesale clients and professional investors. Past performance is not a reliable indicator of future performance. Realm Investment House, AFSL 421336.