Angel Oak Capital Advisors believes that a recent rise in interest rate volatility could help increase returns for MBS.

Investors are scrutinizing risks to MBS posed by climate issues. Analysts believe the anxiety doesn’t align with historical data.

FHFA plans to issue a proposed rule regarding credit-risk retention and the SEC is working toward a proposal to encourage issuance of publicly registered MBS and ABS.

Figure issued a fully pre-funded securitization with HELOCs, with the firm touting the effort as an alternative to the agency TBA market.

SFA and other trade groups are seeking major changes to the re-proposed bank capital requirements. MBA raised concerns that non-agency MBS would receive more favorable capital treatment than GSE MBS.

Investors see expanded-credit MBS as a safer bet than consumer ABS and CLO deals.

More than 90% of expanded-credit mortgage production went into MBS in the first quarter of 2026. (Includes data table.)

International players and smaller insurance companies are expected to increase their investments in expanded-credit MBS.

Urban Institute researchers say the mortgage industry will experience slightly better capital treatment as a result of the changes to the Basel III Endgame, but they recommend some improvements.

The yield curve is helping to drive up demand for non-agency MBS. And rising delinquencies aren’t much of a concern for investors.