Dan Hyman

Senior portfolio manager at PIMCO with expertise in fixed income and mortgage-backed securities; guest on the episode to discuss agency MBS, monetary policy outlook, and fixed income positioning.

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Oct 2, 2025 • 28min

Fixed Income Conversation Corner with Dan Hyman (PIMCO) and Leslie Falconio (UBS CIO)

Dan Hyman, a Senior Portfolio Manager at PIMCO specializing in fixed income, joins UBS's Leslie Falconio to delve into the intricacies of the mortgage-backed securities market. They discuss the slow normalization of agency MBS and its ties to reinvestment benefits. Hyman shares insights on the Fed's anticipated easing and its impact on mortgage demand. The duo also explores historical mortgage performance during recessions and the current dynamics affecting refinancing behaviors, offering a nuanced view on adding agency MBS to investment strategies.

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