Understanding Edge

Author: Diamond Hill Capital Mgmt

Markets are constantly evolving. Are you maintaining your edge? Join us as we discuss recent market events, challenges and opportunities in the current environment, and more with our investment team. At Diamond Hill, our primary purpose is to improve our clients lives through better financial outcomes. Strategies include long-only equity, fixed income and alternative long-short equity.
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Genres: Business, Investing

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Inside the Securitized Market: Consumer Strength, Credit Risk and Hidden Opportunities
Episode 128
Monday, 24 November, 2025

From auto loans to home equity lines, Douglas Gimple explains why the securitized market remains a fertile ground for active managers — and how consumer trends, credit enhancements and benchmark gaps are shaping today’s fixed income landscape. (47 min podcast) DISCLOSURES Bloomberg US Aggregate Bond Index measures the performance of investment grade, fixed-rate taxable bond market and includes government and corporate bonds, agency mortgage-backed, asset-backed and commercial mortgage-backed securities (agency and non-agency). ABS – Asset-backed securities CLO – Collateralized loan obligations CRE CLO – Commercial real estate collateralized loan obligations CMBS – Commercial mortgage-backed securities Investment Grade is a Bond Quality Rating of AAA, AA, A or BBB. The views expressed are those of the speakers as of November 2025 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.