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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.



February 23, 2018

High-Yield Corporate Bonds: A Fundamentally Stable Credit Environment

Tax reform will be a key driver of performance for high-yield corporate bonds in 2018.


February 23, 2018

Investment-Grade Corporate Bonds: Tax Changes Enhance Technicals

Clarity on tax policy helps drive spreads to 10-year tights, but headwinds remain.


February 23, 2018

Municipal Bonds: Tax Reform Rocks the Muni Market

We focus on quality as the effects of unintended consequences from the tax overhaul loom large.


February 23, 2018

Non-Agency Residential Mortgage-Backed Securities: Watching for Credit Expansion

With fundamentals improving, investors should weigh the benefits and risks of credit expansion.


February 23, 2018

Rates: Anticipate Further Yield Curve Flattening

Economic conditions, goosed by tax reform, call for a faster pace of Fed rate hikes.


January 18, 2018 | High-Yield and Bank Loan Outlook

High-Yield and Bank Loan Outlook: Be Wary of Eroding Investor Protections

Assessing the risks of covenant-lite loans, 0 percent Libor floors, tax reform, and tightening spreads.


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.

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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, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.