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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

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.


February 17, 2017

Prepayment Risk Diminishes

The likelihood that rates will rise means that prepayment risk has decreased dramatically.


February 17, 2017

Vanishing Spreads Amid Refi Activity

Tighter loan spreads cause some concern, but the gradual increase in Libor keeps loans looking attractive.


February 17, 2017

Foreign Demand Remains Strong

The flow of funds from foreign sources into U.S. real estate will be important in 2017.


February 17, 2017

Priced for a Fundamental Recovery

We are constructive on high yield but keeping an eye out for signs of an over-extended rally.


February 17, 2017

Caution as Spreads Grind Tighter

Yields look attractive compared to six months ago, but spreads have discounted the potential for pro-growth fiscal policies.


February 17, 2017

All Eyes on Washington

Policy changes, including tax reform and deregulation, create opportunity and uncertainty.


February 17, 2017

Careful Search for Value

Tight spreads necessitate caution, but improving credit fundamentals beget opportunities.

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