DoubleLine Investment Management -Mon, 07/20/2026 - 21:48

Securitized Products Briefing: Mid-Year Outlook 2026

Securitized credit continued to demonstrate resilience through the first half of 2026, supported by attractive income opportunities, stable credit fundamentals, and strong investor demand despite ongoing interest-rate volatility. In this mid-year outlook, DoubleLine examines the key drivers across agency and non-agency MBS, CMBS, asset-backed securities, and CLOs, highlighting where valuations, spreads, and sector fundamentals are creating opportunities.

The report also explores how a higher-for-longer rate environment is shaping security selection and why active management is becoming increasingly important as broad spread compression moderates. Insurance investors will find detailed perspectives on housing, commercial real estate, consumer credit, and AI-related infrastructure financing, along with portfolio positioning considerations for the second half of 2026.

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DoubleLine Capital LP

DoubleLine has been managing money for insurers since its inception in 2009. The firm's focus on securitized fixed income and risk management positions it well to manage money for insurers. The firm offers an array of fixed income strategies including dedicated ABS, private ABF, CLOs, infrastructure debt, non-QM, commercial and residential loans, multi-sector fixed income and EM. We understand that the needs of each insurer can vary, and our insurance team is focused on providing our clients with unparalleled access to the investment team and creating custom solutions to meet their distinctive objectives. DoubleLine wants to be your fixed income partner.

Paul Schroeder, CFA
Relationship Manager- Insurance
paul.schroeder@doubleline.com
Direct: 213-372-3123
Main: 813-791-7333

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