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Insurance Capital Daily
Independent Intelligence on Insurance Investment
Friday, October 16, 2026The Morning Brief →Sign in
asset manager

Tyler Patla

In network coverage since August 17, 2026 · 3 stories
Network coverage
general_account

The small-loan convexity hedge in agency MBS is wearing out

Home price growth has been resetting the collateral behind agency MBS even as the sector's option-adjusted spread tightened.
general_account · Aug 25A steepening curve is no haven for agency MBS
general_account · Aug 17Warsh's hawkish June meeting leaves agency MBS carry thin
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