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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.



May 19, 2017

Bank Loans: Refinancing Surge Continues

Spreads continued to tighten as refinancing surges, but they remain well above pre-crisis averages.


May 19, 2017

Commercial Mortgage-Backed Securities: Same Risk, Less Reward

Negative net supply, insatiable demand, and risk retention requirements compress AAA/BBB spreads.


May 19, 2017

Commercial Real Estate Debt: Industrial Beats Residential in Q1

Increasing apartment supply and the strength of the industrial sector reshape market dynamics in 2017.


May 19, 2017

High-Yield Corporate Bonds: Tight Spreads Breed Concerns

We expect volatility to pick up, but fundamentals are strong.


May 19, 2017

Investment-Grade Corporate Bonds: Technicals Should Remain Supportive

Foreign demand is likely to drive spreads tighter despite healthy supply.


May 19, 2017

Municipals: Focus on Revenue Bonds

Monitoring credit implications of macro and micro factors.


May 19, 2017

Non-Agency Residential Mortgage-Backed Securities: Goldilocks Technicals Support Positive Outlook

Low supply, improving fundamentals, and investable scale form a constructive backdrop.


May 19, 2017

Rates: Keeping an Eye on Fed Tapering

Watch for a possible trade up in quality as credit spreads stay tight.


April 17, 2017

High-Yield and Bank Loan Outlook: Tight Spreads Call for Caution

We expect investors to harvest gains unless we see more concrete legislative progress on fiscal policy in Washington.


February 17, 2017

Post-Crisis Tights

With CLO debt at post-crisis tights, we prefer less credit risk and spread duration.

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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.