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Sector Views

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

 

October 14, 2016

High-Yield and Bank Loan Outlook – October 2016

Despite the recent rise in prices and tightening of spreads, interest expense coverage ratios for non-commodity high-yield issuers are relatively low, and the domestic economy is resilient.

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August 17, 2016

Agency Mortgage-Backed Securities: No Need to Fear Refi Wave

Demand remains strong as Agency MBS is one of few positive-yielding, high-quality asset classes.

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August 17, 2016

Asset-Backed Securities and CLOs: Shifting Demand Results in Opportunity

Value in new-issue aircraft lease transactions and CLOs backed by loans to middle market companies.

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August 17, 2016

Bank Loans: Not Too Hot, Not Too Cold

Moving slightly down in quality as loans deliver steady performance.

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August 17, 2016

Commercial Mortgage-Backed Securities: A Rally in Spreads, a Surge in Supply

Market volatility in the first half of 2016 has given way to a sharp rally in CMBS spreads and resurgence in CMBS issuance.

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August 17, 2016

Commercial Real Estate Debt: Will the Party Continue?

Despite positive fundamentals, the second quarter saw a significant decrease in lender appetite.

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August 17, 2016

High-Yield Corporate Bonds: Energy Leads the Way

The energy sector currently offers the best potential total return upside in the high-yield space.

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August 17, 2016

Investment Grade Corporate Credit Global Demand Meets Abundant Supply

Relatively high yields and abundant supply entice global fixed-income investors.

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August 17, 2016

Municipals: Watching Election-Season Tax Debates

Talk of tax reform will likely create uncertainty in the otherwise-robust municipal bond market.

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August 17, 2016

Non-Agency Residential Mortgage-Backed Securities: Market in Slow Motion

Constructive themes of improving fundamentals and limited supply remain firmly in place.

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