1443 ET - 在 Angel Oak 的 Clayton Triick 看来，美国经济衰退的可能性不大，这反而提升了抵押贷款支持证券（MBS）的吸引力。根据房地美（Freddie Mac）的数据，当前抵押贷款利率仍顽固地高企，全美平均水平达到了 6.66%。但 Triick 认为，这恰恰构成了一个诱人的入场时机。严格的贷款标准有助于降低违约风险。同时，Triick 也指出，经济衰退的可能性较低，从而避免了借款人偿债能力受到抑制的风险。他表示：“我们已回到一个在估值方面真正看好的水平。因此，我们认为从入场时机来看，估值现在看起来好多了，我们一直在增加对这类资产的超配。”
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