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PIMCO Blog Uniform Mortgage-Backed Security Initiative (‘Single Security’): Stop Throwing Good Money After Bad Uniform Mortgage-Backed Security Initiative (‘Single Security’): Stop Throwing Good Money After Bad In our view as investors, the U.S. Federal Housing Finance Agency’s (FHFA) “Single Security” initiative is emblematic of a sunk cost fallacy.
Viewpoints U.S. Housing Finance Reform: Why Fix What Isn’t Broken? U.S. Housing Finance Reform: Why Fix What Isn’t Broken? Conservatorship has been immensely successful, and should be part of the solution.
PIMCO Blog Will Fannie and Freddie Draw From the Treasury? Much Ado About Nothing … Will Fannie and Freddie Draw From the Treasury? Much Ado About Nothing … We believe the policy focus should be on what agency MBS investors really care about: making the government guarantee explicit.
Viewpoints Housing Finance Reform: First Things First Housing Finance Reform: First Things First Why is the U.S. housing sector diminishing when demand for housing remains robust?
Viewpoints Higher Mortgage Rates Are Likely With Proposal of ‘Single Security’ Higher Mortgage Rates Are Likely With Proposal of ‘Single Security’ The Federal Housing Finance Agency’s proposal to increase liquidity and reduce costs to taxpayers could actually lead to reduced liquidity and higher mortgage rates.
Mike Cudzil Portfolio Manager, Liability-Driven Investment Share Add Download Print Mr. Cudzil is a managing director in the Newport Beach office, a senior member of the liability-driven investment portfolio management team and a generalist portfolio manager. He has served as chair of the Americas Portfolio Committee, as a rotating member on the PIMCO Investment Committee and as co-head of the agency MBS portfolio management team. Prior to joining PIMCO in 2012, he worked as a managing director and head of pass-through trading at Nomura. Mr. Cudzil previously held similar roles at Bank of America and Lehman Brothers, as well as a senior trading position at Salomon Brothers. He has 22 years of investment experience and holds a bachelor's degree in political science from the University of Pennsylvania.
