Jake Katz, Head of Analytics Research, LSEG

GQ (Guanqing) Xiang, Managing Director | Global Co-Head of CMO & Head of Agency CMBS | Barclays

• How investors are reshaping agency RMBS strategies in a “higher-for-longer” market, including relative value versus IG corporates, Treasuries, and municipals

• How rising volatility, China–U.S. dynamics, and regulatory constraints are shaping flows and allocation decisions across Asia

• How desks are managing convexity, leveraging analytics, and identifying risks and opportunities not yet priced in

GQ Xiang, Head of Agency CMBS/CMO Trading, Barclays Investment Bank

Hongyang (Tony) Yu, Director, Head of FICC Hong Kong Proprietary Trading, China Galaxy International Holdings

Erhai Liu, Director, Trading, CITIC Securities

Irene Shi, RMBS Modeler, LSEG

MODERATOR: Jake Katz, Head of Analytics Research, LSEG

• Showcase Yield Book dials to incorporate changes in market regimes

• Showcase Yield Book AI and MCP tools for MBS analytics

Jake Katz, Head of Analytics Research, LSEG