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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.



August 16, 2017

Commercial Mortgage-Backed Securities: Investors Latch On to New Issue

Dislocation between primary and secondary CMBS markets limits near-term upside.


August 16, 2017

Commercial Real Estate Debt: Values Have Likely Peaked

Sales volumes slowed again in the first half of 2017, and valuations have likely passed their cyclical peak.


August 16, 2017

High-Yield Corporate Bonds: Prone to a Near-Term Shock

Seasonal patterns suggest that we will experience more summer volatility before an end-of-year rally.


August 16, 2017

Investment-Grade Corporate Bonds: Waiting for the Sleeping Giant to Wake

Technicals are creating some opportunity, but market complacency in the face of headwinds is concerning.


August 16, 2017

Municipal Bonds: Headline Risk as More States Struggle

Focus on quality as political uncertainty and budgetary concerns haunt many municipalities.


August 16, 2017

Non-Agency Residential Mortgage-Backed Securities: Limited Compensation for Risk

We favor a defensive approach that emphasizes shorter-maturity senior tranches.


August 16, 2017

Rates: Fed Policy Will Dictate Demand

A barbell position remains appropriate as the yield curve flattens further.


July 24, 2017 | High-Yield and Bank Loan Outlook

High-Yield and Bank Loan Outlook: Bank Loans to Gain from Further Rate Increases

High-yield and bank loan coupons are converging—just as they have in the past three tightening cycles.


May 19, 2017

Asset-Backed Securities and CLOs: Spreads Churn Tighter

Finding value in off-the-run transactions.


May 19, 2017

Agency Mortgage-Backed Securities: Overshadowed by Fed Policy

The Fed’s balance sheet normalization plans raise concerns, but declining prepayment risk should diminish the net impact.

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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.