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Sector Views

Our Sector Reports include institutional investor commentary that explores past performance, future outlook and investment implications for various market sectors.



August 22, 2019

Agency Mortgage-Backed Securities: Prepayment Risks Rise as Mortgage Rates Drop

Prepayment risk for recently originated mortgages is high.


August 22, 2019

Asset-Backed Securities and CLOs: Aircraft ABS is Flying Off the Shelves

Investor demand for investment-grade credit is increasing competition for aircraft ABS.


August 22, 2019

Bank Loans: Favorable Technicals Lift Prices

Secondary loan prices rose in the second quarter on the back of robust CLO demand.


August 22, 2019

Commercial Mortgage-Backed Securities: CRE-CLO Evolution

The CRE-CLO product is in its early years while conduit is showing its age.


August 22, 2019

Commercial Real Estate Debt: The Rising Cost of Housing

Real estate investors mull the ramifications of rent control.


August 22, 2019

High-Yield Corporate Bonds: The Rally that Lacks Conviction

Not all prices in a strong first half were lifted equally by this Fed-induced rally.


August 22, 2019

Investment-Grade Corporate Bonds: Limited Upside

Positive performance could be tempered by any number of disruptive events in the third quarter.


August 22, 2019

Municipal Bonds: Unwavering Demand

Negative credit headlines did not diminish investor appetite for municipal bonds.


August 22, 2019

Non-Agency Residential Mortgage-Backed Securities: Credit Tailwinds Remain in Place

Favorable fundamentals should improve cash flows in select subsectors.


August 22, 2019

Rates: When Doves Cry

The next 50 basis-point move in the Treasury yield curve is likely to be a steepening.

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