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17 handpicked stocks

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.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at August 11

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

MS

Morgan Stanley

MS

Current price

$147.29

Major investment bank positioned to underwrite the historic Fannie Mae and Freddie Mac IPOs.

GS

Goldman Sachs Group, Inc., The

GS

Current price

$742.21

Leading investment bank expected to play a key role in managing the landmark mortgage privatisation deals.

MTG

MGIC Investment Corp.

MTG

Current price

$27.52

Mortgage REIT positioned to benefit from the restructuring of the U.S. housing finance system.

About This Group of Stocks

1

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.

2

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.

3

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:

$1,000.00

+1.75%

Group Performance Snapshot

1.75%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 1.75% over the next year.

10 of 17

Stocks Rated Buy by Analysts

10 of 17 assets in this group are rated Buy by professional analysts.

6.3% vs 4%

Group Growth vs Bank interest

This group averaged a 6.3% return last month, beating the typical 4% bank rate.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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.

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