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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.



May 13, 2021 | High-Yield and Bank Loan Outlook

In the Recovery Phase of the Credit Cycle

Strong earnings growth, low default volumes, upward rating migration, and tighter spreads in the recovery phase of the credit cycle.


March 11, 2021

Agency Mortgage-Backed Securities: Fed Leads the Way

Fed stabilizes MBS sector despite record low mortgage rates.


March 11, 2021

Asset-Backed Securities and CLOs: No Bond Left Behind

The Fed’s QE “vaccine” has left investors flush with cash but few yielding investment alternatives.


March 11, 2021

Bank Loans: Watch Refi Risk as Prices Improve

We believe loans offer attractive value to income seekers, but refinancing risk could resurface in 2021.


March 11, 2021

Commercial Mortgage-Backed Securities: Increasing Supply in 2021

Property performance remains under pressure, but senior CMBS have fully recovered from the COVID selloff.


March 11, 2021

Commercial Real Estate Debt: Expect a Protracted Recovery in Hotels

COVID-19 is exacting a heavy toll on the U.S. hospitality industry.


March 11, 2021

High-Yield Corporate Bonds: Ongoing Shift Toward Lower Quality

The lowest quality corporate bonds gain as investors stretch for yield.


March 11, 2021

Investment-Grade Corporate Bonds: Spreads Are Likely to Tighten Further

Technical indicators suggest that the rally we experienced in the fourth quarter has more room to run.


March 11, 2021

Municipal Bonds: Sky High Supply

Supply in 2021 is likely to exceed 2020’s record $474 billion in new issuance.


March 11, 2021

Non-Agency Residential Mortgage-Backed Securities: Building Blocks for Recovery

Elevated economic risks and credit stress are fully priced and should set the stage for future performance.

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