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Agency MBS & Securitized
Credit Specialists

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The Bright Meadow Team* manages $4.0B** in Agency MBS and Securitized Credit strategies across multiple funds and accounts. As a Mariner investment team, Bright Meadow leverages an established institutional infrastructure to deliver compelling investment solutions and client service.

Structured Credit Investor: Data Centre ABS: Growth from the Ground Up

May 19, 2026

Structured Credit Investor: Data Centre ABS: Growth from the Ground Up

In a featured Q&A with Structured Credit Investor, Joseph Allen, Deputy CIO & Head of Securitized Credit Strategies, discussed the growing investor demand for data center-backed credit, why AI inference demand may act as a tailwind for existing bonds in the ABS market, and why we believe data center lending will become a standardized part of credit investing.

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Bloomberg: ‘Cheap’ Data Center ABS Lures Bright Meadow

May 4, 2026

Bloomberg: ‘Cheap’ Data Center ABS Lures Bright Meadow

Joseph Allen, Deputy CIO & Head of Securitized Credit Strategies, spoke with Bloomberg about Bright Meadow’s white paper on Data Center ABS and CMBS, and why this sector is one of the most compelling relative value opportunities in structured credit today.

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White Paper: ‘@Starbucks, Send Compute’: A Digital Infrastructure Credit Update’

April 15, 2026

White Paper: ‘@Starbucks, Send Compute’: A Digital Infrastructure Credit Update’

We examine the drivers of Data center ABS and CMBS dislocation and make the case for compelling relative value across digital infrastructure credit, including how accelerating AI inference demand is reshaping long-term capital deployment in the sector.

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Wall Street Journal: The Race to Refinance Makes Mortgages More Expensive for Everyone Else

November 21, 2025

Wall Street Journal: The Race to Refinance Makes Mortgages More Expensive for Everyone Else

Adam Rilander, Managing Partner, CIO and Head of Agency MBS Strategies, spoke with the Wall Street Journal about why a shift in borrower behavior has driven agency MBS spreads wider and what this means for mortgage rates longer term.

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