MBS ready for the long term - GAM Star MBS Total Return update
About this talk
Join Tom Mansley, Investment Director for GAM Star MBS Total Return, as he discusses the recent market turmoil resulting from fears surrounding Covid-19. In this webcast, he will discuss:
• Why he believes the portfolio is well positioned to perform in and bounce back from a recession
• The effect of widespread rate cuts and rising unemployment levels
• The importance of considering senior MBS in the portfolio construction at this time
• What the effect of the wider market downturn has been on the portfolio and what opportunities might emerge
Register for the webcast on 6 May 2020 to find out more and pose your questions to Tom.