Angel Oak Mortgage-Backed Securities ETF (MBS)
NASDAQ (NMS) NASDAQ (NMS) Primary 
JPLD: Defensive Carry With MBS
JPLD offers high-quality, short-duration exposure with 98% investment grade assets, prioritizing principal stability and consistent income through carry and roll-down. Active management allows tactical hedging and careful security selection, reducing idiosyncratic risk and smoothing NAV volatility. Current macro conditions—moderate liquidity, stable forward rates, and normalizing credit spreads—support JPLD's strategy and income profile.
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Will AGNC Investment's Exposure to Agency MBS Drive Growth?
AGNC's $70.5B agency MBS bet reflects confidence in fixed income trends, but execution remains key amid market volatility.
Will Annaly's Focus on Agency MBS Support Its Growth Momentum?
Annaly Capital Management NLY is leaning into its core strength of agency mortgage-backed securities (MBS), with an aim to balance stability with steady returns. The company's disciplined investment approach combines the security of Agency MBS, backed by government-sponsored enterprises, with selective exposure to higher-yielding, credit-sensitive assets.
MBS: High-Quality Income ETF, 5.1% Dividend Yield
MBS focuses on AAA-rated mortgage-backed securities. It yields 5.1%, quite a bit higher than most bond ETFs, including most with similar credit quality. It is a bit expensive, but has managed to out-earn its expenses in the past.
Downgraded U.S. Credit Opens Opportunities in MBS
Treasuries have been the default go-to safe haven bonds during times of heavy market volatility. But with Moody's recent downgrade, an opportunity for mortgage-backed securities (MBS) exists.
MBS: Best-In-Class Total Return, Soon To Be Brookfield-Controlled
Angel Oak's majority stake sale to Brookfield Asset Management is a major catalyst for the MBS ETF. The fund already performs at the top of its peer group on a total return basis. Through its IG non-agency RMBS holdings, MBS offers a unique opening for BAM in a higher-yielding asset sector.
Annaly Capital: Value Remains, But May Become Collateral Damage In Trade War
Annaly Capital's exposure to geopolitical risk is high due to potential foreign MBS sales, particularly from China, Japan, and Taiwan, which could impact mortgage spreads. After the recent correction, Annaly's dividend yield and valuation remain attractive. With a 14.5% yield and a price near book value, it offers high-reward potential. The risk of increased mortgage delinquency has risen, but is mitigated by strong bank demand for MBS and potential government intervention.
John Hancock Mortgage-Backed Securities ETF Q4 2024 Commentary
MBS underperformed the broader bond market in Q4 2024 due to higher interest-rate sensitivity, despite the Fed's rate cuts. The fund outperformed its benchmark, driven by sector allocation, particularly in non-government-agency residential MBS and asset-backed securities. Security selection and yield curve positioning detracted from performance, with 30-year conventional mortgages and longer duration being notable drags.
Growth & Electronification Could Enhance MBS Opportunities
Given the enormity of its market size, it would serve a fixed income investor well to explore opportunities in mortgage-backed securities (MBS) if they haven't already. The space is expanding and undergoing electronification, making it larger as well as more efficient.
Use ETFs to Access Opportunities Among MBS Investments
Before investing in any particular asset class, investors should do some proper research to better understand what drives its performance. This is especially true for those currently considering investing in mortgage-backed securities (MBS).
Annaly Capital: Improved 2025 Outlook As MBS Spread Compression Raises NAV
Mortgage REITs like Annaly have faced significant losses due to rising long-term interest rates, but high dividends have cushioned the impact. Annaly's book value has been volatile due to duration risk and refinancing risk, but recent mortgage spread compression offers potential for appreciation. Since NLY hedges long-term Treasury rates but not Mortgage rates, the recent spike in Treasury rates may raise its book value without increasing prepayment risks.
