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1. Opportunities in Mortgages: Non Performing Loans and Residential Mortgage Backed Securities
2. 1 Household Credit Fundamentals
3. 2 Non Performing Loan (NPL) and Residential Mortgage Backed Securities (RMBS) Markets
4. Opportunities in Corporate Credit: Below Investment Grade, Performing Short Duration
5. 4 Corporate Credit: Fundamental Market Outlook
6. 5 Corporate Credit: Technical Market Outlook