Quantitative Perspectives

Now Available: AD&Co’s Quantitative Perspectives

Alex Levin
Andrew Davidson
Eknath Belbase
Mickey Storms
Nathan Salwen
Thoughts

We’re excited to announce two new Quantitative Perspectives that provide in-depth insights into current market trends and advanced valuation techniques. These papers offer valuable information for mortgage market participants and those involved in credit risk transfer transactions.

Is the New “New Normal” the Old Normal? Understanding Mortgage Rates

Explore why mortgage rates have not followed the expected path after the Fed’s easing cycle and what factors may drive future rate movements. We offer a long-term perspective and discuss how mortgage rates differ from Treasury rates, providing improved insights and benchmarks for market participants.

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Valuation of Credit Risk Transfer with Embedded Calls 

Learn how to address the challenges of valuing embedded call options in credit risk transfer transactions. Using three different approximation methods, we explore more accurate ways to estimate the market value of these options, highlighting the advantages of each approach.

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Both papers will be valuable resources for your work. A login is required for access. If you have any questions or would like to discuss the content in more detail, please contact support@ad-co.com.