1. Home
  2. Perspectives
  3. Sector Views

Sector Views

Our Sector Team leaders share perspectives on performance characteristics, opportunities, and risks across a broad range of fixed-income asset classes.

 

January 13, 2017

High-Yield and Bank Loan Outlook: Focus on Floating Rate

Conditions bode well for credit, but a more aggressive Fed and geopolitics could bring volatility. 

Read More


December 15, 2016

Rates: Pre- and Post-Election Rate Moves

A rising fed funds rate suggests investors should prepare for the curve to flatten.

Read More


December 15, 2016

Non-Agency Residential Mortgage-Backed Securities: Defensive Driving

Despite constructive fundamentals, challenging relative value warrants risk control.

Read More


December 15, 2016

Municipals: Emphasis on Quality

Rising pension liabilities remain a concern, but strong technicals support the municipal market.

Read More


December 15, 2016

Investment Grade Corporate Credit: Foreign Forces Drive Yields Lower

Unwavering investor demand drove yields close to historic lows in the third quarter.

Read More


December 15, 2016

High-Yield Corporate Bonds: Commodity Picture Is Still Improving

We continue to find value in energy and metals, which still offer yield premiums over non-commodity names despite an improving fundamental outlook.

Read More


December 15, 2016

Commercial Real Estate Debt: Stability and Liquidity Return

After a volatile first half of the year, debt markets returned to a more normalized origination environment.

Read More


December 15, 2016

Commercial Mortgage-Backed Securities: Sorting the Wheat from the Chaff

Identifying relative value as investors struggle to digest a slew of transactions in a hot market.

Read More


December 15, 2016

Bank Loans: Investor Demand Raises Refi Risk

Reversing the trend earlier in the year, primary market opportunities look attractive as the secondary market trades rich.

Read More


December 15, 2016

Asset-Backed Securities and CLOs: Refi Surge Calls for Selective Buying

Direct lenders and middle market credit platforms will drive middle market CLO issuance.

Read More


Displaying Results 1 - 10 (of 50)



© Guggenheim Investments. All rights reserved.

Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Real Estate, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited and Guggenheim Partners India Management.