/institutional/perspectives/sector-views

Sector Views

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



August 24, 2022 | High-Yield and Bank Loan Outlook

Credit Yields Look Attractive Despite Rising Recession Risks

Signposts for credit investors as the next recession approaches.


August 02, 2022

Third Quarter 2022 Fixed-Income Sector Views

Relative value and performance drivers across fixed-income sectors.


August 02, 2022

Rates: Look for Long Duration Opportunities as the Fed Tightens

Given that the yield curve will likely continue to flatten, we favor buying on-the-run Treasurys at the long end of the curve.


August 02, 2022

Investment-Grade Corporate Bonds: Signs of Life After Worst First Half in History

Continued rate volatility due to Fed policy and economic data will provide entry points throughout the quarter.


August 02, 2022

High-Yield Corporate Bonds: Limited Spread Dispersion Creates Credit Picking Opportunities

Assets in the high-yield market trading at discounts to par have the potential for price appreciation as they approach maturities.


August 02, 2022

Bank Loans: Rising Rates and Recessionary Risk Suggest a Focus on Loan Quality

Higher-rated bank loans have outperformed as the Fed’s aggressive interest rate policy pressures lower-rated borrowers.


August 02, 2022

Municipal Bonds: Muni Volatility Overshadows Strong Sector Fundamentals

Munis represent an opportunity for tax-averse investors to generate long-term income streams.


August 02, 2022

ABS-CLOs: Challenging Market Conditions Create Pockets of Opportunity

While volatility and rising rates are pressuring issuance, seasoned managers and highly rated debt remain attractive.


August 02, 2022

Non-Agency RMBS: Rising Fundamentals Are Supportive Despite Macroeconomic Challenges

We remain constructive on the credit prospects for non-Agency RMBS, but our performance outlook is tempered by market volatility and macro headwinds.


August 02, 2022

CMBS: Fundamentals Continue to Recover from COVID

We continue to favor AA to BBB-rated bonds from new issue and secondary deals, CRE-CLO, and select SASB deals.

Displaying Results 1 - 10 (of 203)







© Guggenheim Investments. All rights reserved.

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