Brandywine Global Sees 'Significant Value' in Seasoned CMBS Market

The video discusses the Federal Reserve's current position, highlighting that it is behind the curve in addressing structural issues. It explores funding pressures, reserve draining, and the impact of large treasury supplies. Potential consequences include market sell-offs due to forced liquidation of fixed income assets. The global low rate environment is examined, with a focus on asset-backed securities and yield-seeking behavior. Finally, the video identifies opportunities in the consumer and mortgage markets, considering the late credit cycle and geopolitical risks.

What factors are contributing to the current low rate environment globally?

What is the speaker's perspective on the health of consumer versus corporate balance sheets?

What are the three negative factors affecting the market mentioned by the speaker?