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Potential weakening of the US consumer and why MBS can be resilient

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US MBS remain resilient despite consumer weakness, with strong homeowner credit

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Geopolitical risks persist, but seasoned MBS portfolios are well-positioned

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Attractive value and potential for spread tightening in 2026

Securitised Income: Outlook 2026

December 2025 | Chien Chung Chen

One question on the minds of investors is the potential weakening of the US consumer and the effects on mortgage-backed securities (MBS).

While we are seeing signs of weakening in labour markets as well as delinquency levels, it should be taken in the context that post-Covid, these levels were artificially low due to fiscal stimulus and the availability of assistance programs such as loan forbearance. We are seeing the effects on weaker borrowers, such as subprime auto loans, and little to no impact on sectors such as residential mortgages.

The homeowners are typically stronger borrowers, and we have not seen much deterioration in mortgage credit as mortgage foreclosures are still near multi-decade lows. This is not surprising, given the run-up in housing values as well as equity markets, resulting in all-time highs in household wealth.

While we have not yet seen weakness in residential mortgages, we believe MBS is well-positioned for any weakening in macroeconomic conditions, especially when most of our portfolio is invested in seasoned mortgages, which have experienced significant home price appreciation, resulting in low loan-to-values on the mortgages.

2025 dominated by geopolitical risks

Looking back at 2025, we believe that geopolitical risks were higher than most investors were expecting. From global trade wars to actual wars, there was no shortage of events that impacted financial markets. We don’t see an abatement of market-moving events as global tensions remain high.

In 2026, we look to build a robust portfolio with attractive yields that will withstand the heightened event risks in this current environment. We believe that the underlying cash flows in the securities we own will not be impacted severely by exogenous events.

Credit spreads are on the tighter end going into 2026

Credit spreads, especially in US corporates, are currently on the tighter end of the historical range. In US Residential MBS (RMBS), spreads are still wider than they were before the announcement of the tariffs in April. In particular, the seasoned non-agency RMBS that comprise the majority of our strategy look attractive.

Given the attractive relative value of US RMBS versus other credit sectors, we feel that there is higher potential for spread tightening in the types of securities we hold in 2026, thereby increasing the return potential due to capital gains in addition to the current yield.


Chien-Chung Chen is an Investment Director in the Securitised Income team at GAM Investments.

Chien Chung Chen

Investment Director
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Important disclosures and information
The information contained herein is given for information purposes only and does not qualify as investment advice. Opinions and assessments contained herein may change and reflect the point of view of GAM in the current economic environment. No liability shall be accepted for the accuracy and completeness of the information contained herein. Past performance is no indicator of current or future trends. The mentioned financial instruments are provided for illustrative purposes only and shall not be considered as a direct offering, investment recommendation or investment advice or an invitation to invest in any GAM product or strategy. Reference to a security is not a recommendation to buy or sell that security. The securities listed were selected from the universe of securities covered by the portfolio managers to assist the reader in better understanding the themes presented. The securities included are not necessarily held by any portfolio nor represent any recommendations by the portfolio managers nor a guarantee that objectives will be realised.

This material contains forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of GAM or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.

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