Sector Views

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

February 22, 2024

First Quarter 2024 Fixed-Income Sector Views

Investing as the Fed prepares to cut rates.

February 22, 2024

Rates: Positioning for Fed Easing

A dovish Fed and elevated real yields signal opportunity in inflation-protected Treasurys.

February 22, 2024

Investment-Grade Corporate Bonds: Keeping an Eye on Technicals…and Fundamentals

Yields look attractive, despite tight spreads.

February 22, 2024

High-Yield Corporate Bonds: Default Rates Should Remain Stable, if Slightly Elevated, in 2024

Expect more downgrades, but default rates should remain manageable.

February 22, 2024

Bank Loans: Fed Easing Cycle Could Support Loan Issuer Fundamentals

We expect bank loan coupons will continue to look attractive to investors.

February 22, 2024

Municipal Bonds: Ongoing Rally in Munis

Attractive performance but supply is slim.

February 22, 2024

Asset-Backed Securities and CLOs: Focusing on Quality

Experienced managers and high-quality collateral are key.

February 22, 2024

Non-Agency Residential Mortgage-Backed Securities: Finding Value Amid High Rates

Elevated mortgage rates should suppress supply and support performance.

February 22, 2024

Commercial Mortgage-Backed Securities: Selectivity Remains Key in CMBS

CMBS rallies but remains rich relative to other sectors.

February 22, 2024

Commercial Real Estate: When Maturity Means Default

What the looming maturity wall means for office mortgage loans.

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