The Great Mortgage Privatization
The planned IPOs for mortgage giants Fannie Mae and Freddie Mac signal a historic shift toward privatization in the U.S. housing market. This move stands to benefit not only the investment banks managing the deal but also a wider ecosystem of mortgage lenders and insurers.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
About This Group of Stocks
Our Expert Thinking
The planned IPOs of Fannie Mae and Freddie Mac represent a once-in-a-generation opportunity to reshape America's housing finance system. After 16 years of government control, this privatisation could unlock a $500 billion market and create new competitive dynamics across the entire mortgage ecosystem.
What You Need to Know
This group captures companies across the mortgage value chain - from investment banks managing the IPOs to mortgage lenders and insurers who could benefit from increased competition. It's an event-driven opportunity tied to a fundamental shift in how America finances homes.
Why These Stocks
These companies were handpicked by professional analysts based on their strategic positioning within the mortgage privatisation theme. Each represents a different way to benefit from this historic transition, from deal facilitators to core service providers in the new landscape.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+1.75%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 1.75% over the next year.
Stocks Rated Buy by Analysts
10 of 17 assets in this group are rated Buy by professional analysts.
Group Growth vs Bank interest
This group averaged a 6.3% return last month, beating the typical 4% bank rate.
Why You'll Want to Watch These Stocks
Historic Market Shift
This represents the largest privatisation in U.S. financial history, potentially unlocking a $500 billion market that's been under government control since 2008.
Deal-Making Goldmine
Investment banks managing these IPOs could earn massive fees, whilst mortgage companies prepare for a completely restructured competitive landscape.
Event-Driven Opportunity
Unlike typical market movements, this theme is tied to specific government policy changes that could create clear winners across the mortgage ecosystem.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Unlocking App Store Payments
A landmark Australian court ruling found that Apple and Google abused their market power, forcing them to allow alternative payment systems. This decision creates a significant opportunity for third-party payment processors to integrate with mobile app stores.
Indigenous Equity In Canadian Energy
Cenovus Energy is pursuing a joint acquisition of MEG Energy in partnership with a coalition of Canadian Indigenous groups. This potential deal signals a new era of Indigenous co-ownership in the energy sector, creating opportunities for companies that support these evolving large-scale projects.
Supplying The Skies: The Boeing & Airbus Effect
Boeing's latest delivery figures highlight the ongoing, intense production race against its main rival, Airbus. This competition creates a favorable investment landscape for the critical component suppliers that both aerospace giants depend on to build their aircraft.
Frequently Asked Questions
Everything you need to know about the product and billing.