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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.



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.


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.

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