External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

American Capital Agency Corp / Equity Bottom-Up

<ul><li>Author discusses high-return opportunity in mortgage REIT preferreds, focusing on AGNC Investment Corp's Series F preferred</li><li>Systematic mispricing allows for 13-20% IRRs over 12-36 months with fairly safe investment</li><li>Emphasis on safety and high yield of mREIT preferreds, highlighting potential for significant returns while minimizing borrower credit risk</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Author discusses high-return opportunity in mortgage REIT preferreds, focusing on AGNC Investment Corp's Series F preferredSystematic mispricing allows for 13-20% IRRs over 12-36 months with fairly safe investmentEmphasis on safety and high yield of mREIT preferreds, highlighting potential for significant returns while minimizing borrower credit riskThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Agnc Investment Corp (AGNCP) - Thursday, Feb 15, 2024

Public Relations and Social Media Manager, Dechert LLP

Peggy Heffner

Public Relations and Social Media Manager

Dechert is a global specialist law firm

Dechert LLP

Dechert is a global specialist law firm.
Focused on sectors with the greatest complexities, legal intricacies and highest regulatory demands, we excel in delivering practical commercial judgment and deep legal expertise for high-stakes matters.

Our work is widely recognized. We have 20 standout practices noted by Chambers Global, including global-wide rankings for arbitration, corporate investigations, anti-corruption, investment funds and life sciences. Named Antitrust Team of the Year, Chambers USA commends our “accomplished group” as “routinely sought after to handle some of the most significant litigation and transactions in the antitrust world.” 

In an increasingly challenging environment, clients look to us to serve them in ways that are faster, sharper and leaner without compromising excellence. We developed a first-of-its kind legal project management department, which uses technology, people and processes to drive efficiency and deliver value for our clients.

We are innovators. Dechert ranked #7 in the Financial Times’ Top North American Innovative Law Firms. Financial Times also recognizes us among the Top European Innovative Law Firms and highly commends World Compass, our marketing compliance service, which offers investment firms advice in more than 100 jurisdictions.

Thematic (Sector/Industry)

<ul><li>The presidential election has opened the possibility of significant changes to the Dodd-Frank Act regime that has been implemented over the last six years.</li><li>It remains to be seen what plans the incoming administration will bring to this area.</li><li>However, new regulatory proposals and other developments continue to present a complicated regulatory climate for banks and other large financial institutions.</li></ul>

The presidential election has opened the possibility of significant changes to the Dodd-Frank Act regime that has been implemented over the last six years.It remains to be seen what plans the incoming administration will bring to this area.However, new regulatory proposals and other developments continue to present a complicated regulatory climate for banks and other large financial institutions.

The New Future of US Banking and Financial Services Regulation

Campaign promises rarely turn into specific actions, but when they do, they are necessarily impacted by the dynamics of the legislative process. History suggests, however, that the policies of candidates can be a predictor of likely regulatory trends.

Campaign promises rarely turn into specific actions, but when they do, they are necessarily impacted by the dynamics of the legislative process. History suggests, however, that the policies of candidates can be a predictor of likely regulatory trends.

Implications of the 2016 Election for Banks and Systemically Important Financial Institutions

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

A shrinking work week and lackluster hourly wage growth amid higher inflation could be pinching consumers.A weak consumption report for February and huge downward revisions to the January consumption growth rates indicate that some of last week's caution may have been warranted.  Soft auto data at the end of the week indicated that consumption growth may not accelerate in March.The two other big pieces of data last week were the U.S. employment report, which was slightly better than expected, and purchasing data from around the world that came in better than hoped, with forward-looking data on new orders driving the composite index sharply higher, especially in the United States.Analysts: Robert Johnson &amp; Alina Tarlea

A shrinking work week and lackluster hourly wage growth amid higher inflation could be pinching consumers.A weak consumption report for February and huge downward revisions to the January consumption growth rates indicate that some of last week's caution may have been warranted.  Soft auto data at the end of the week indicated that consumption growth may not accelerate in March.The two other big pieces of data last week were the U.S. employment report, which was slightly better than expected, and purchasing data from around the world that came in better than hoped, with forward-looking data on new orders driving the composite index sharply higher, especially in the United States.Analysts: Robert Johnson &amp; Alina Tarlea

Core inflation may be heating up as the Fed is putting too much confidence in low energy prices.Most of the Fed's economic forecasts were little changed. It is expecting lower energy inflation, which it seems to believe will take off some of the pressure to raise interest rates sooner.However, this week's detailed inflation data grew more worrisome even as the headline report for February showed a seemingly tame deflation rate of 0.2%, driven almost entirely by falling energy prices, which are already rising again in March....Analysts: Robert Johnson &amp; Roland Czerniawski

Core inflation may be heating up as the Fed is putting too much confidence in low energy prices.Most of the Fed's economic forecasts were little changed. It is expecting lower energy inflation, which it seems to believe will take off some of the pressure to raise interest rates sooner.However, this week's detailed inflation data grew more worrisome even as the headline report for February showed a seemingly tame deflation rate of 0.2%, driven almost entirely by falling energy prices, which are already rising again in March....Analysts: Robert Johnson &amp; Roland Czerniawski

Did the Fed Forget to Look at the February Inflation Report?

United States

AGNC Investment Corp. is an internally-managed real estate investment trust. The Company invests primarily in residential mortgage-backed securities for which the principal and interest payments are guaranteed by a US government and agency. AGNC Investment serves customers in the United States.

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American Capital Agency Corp (AGNC US)

Agnc Investment Corp (AGNCP) - Thursday, Feb 15, 2024

Author discusses high-return opportunity in mortgage REIT preferreds, focusing on AGNC Investment Corp's Series F preferred

Value Investors Club

The New Future of US Banking and Financial Services Regulation

The presidential election has opened the possibility of significant changes to the Dodd-Frank Act regime that has been implemented over the last...

Dechert LLP

Implications of the 2016 Election for Banks and Systemically Important Financial Institutions

Campaign promises rarely turn into specific actions, but when they do, they are necessarily impacted by the dynamics of the legislative process....

Dechert LLP

Slower Income Growth Lurking

A shrinking work week and lackluster hourly wage growth amid higher inflation could be pinching consumers.A weak consumption report for February...

Morningstar, Inc.

Did the Fed Forget to Look at the February Inflation Report?

Core inflation may be heating up as the Fed is putting too much confidence in low energy prices.Most of the Fed's economic forecasts were little...

Morningstar, Inc.

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