DoubleLine's 2026 Securitized Products Outlook assesses a market shaped by easing monetary policy, resilient demand, and improving—but uneven—fundamentals. With potential Fed rate cuts lowering front-end rates, securitized credit enters 2026 supported by strong technicals, disciplined underwriting, and relative value versus corporate credit. While housing activity remains range-bound and consumer credit shows pockets of stress, most sectors benefit from stable carry and selective spread opportunities. Dispersion across issuers, structures, and tranches underscores the importance of active selection as investors navigate a maturing cycle with constructive return potential.
