The FT yesterday made much of a Friday AIG presentation emphasizing its new interest in residential-mortgage finance.  The company had previously announced it would do this after the UGC sale to Arch, but this confirmation combined with other recent developments is an important indicator of changes to come in the investor side of the mortgage equation with implications not only for mortgage demand, but also the primary-MI business model.

The full report is available to retainer clients. To find out how you can sign up for the service, click here.