07 Aug Market Insight – The U.S. Housing Trade is Far from Over
Posted at 11:31h
in perspectives
By Voya Investment Management
While securitised credit has become an increasingly important component of multi-sector strategies, standalone exposure to the asset class has not been broadly accepted by the investment and consultant community. The small subset of investors who have embraced standalone securitised allocations tend to favour opportunistic strategies that emerged in the wake of the 2008 financial crisis, causing many to label securitised credit as a tactical “trade” that is often synonymous with the recovery of the broader housing market. In this analysis, Voya reveals why they believe securitised credit has become a “through-the-cycle” allocation.