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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.



November 14, 2017

Agency Mortgage-Backed Securities: The Fed Has Spoken, Now It Is the Market's Turn

The Fed’s tapering program may pressure Agency MBS, but it could also increase investment opportunities.


November 14, 2017

Asset-Backed Securities and CLOs: Spreads to Tighten Further

Concern over high demand and record post-crisis tights has us focused on quality and liquidity.


November 14, 2017

Bank Loans: Room to Run Despite Rate Hikes

Fundamentals continue to look healthy in loans, and we expect investors will benefit from higher future coupons.


November 14, 2017

Commercial Mortgage-Backed Securities: Eyes Wide Shut

The CMBS market is finally growing, but recent storms and transaction structures highlight broad market complacency.


November 14, 2017

Commercial Real Estate Debt: Anticipating a Strong Fourth Quarter

While year-to-date sales volumes lag last year’s totals, originations continue at a strong pace.


November 14, 2017

High-Yield Corporate Bonds: High Valuations in BB-Rated Corporates

Average credit fundamentals are improving, but we remain cautious of valuations and weaker credits.


November 14, 2017

Investment-Grade Corporate Bonds: Ahead of the Herd

We expect spreads to tighten further, but disciplined investors should wait for better opportunities.


November 14, 2017

Municipal Bonds: Driven by Technicals

Credit discipline is paramount as technical strength continues to drive the municipal bond market.


November 14, 2017

Non-Agency Residential Mortgage-Backed Securities: Upside in Re-Performing Loans

Fundamental improvements should support credit-blemished loans, but tight valuations favor capital structure seniority.


November 14, 2017

Rates: Markets Are Underestimating the Fed's Resolve

We continue to believe that the yield curve will flatten further and that a barbell position is appropriate.

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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 Corporate Funding, LLC, Guggenheim Partners Europe Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.