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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 17, 2016

Agency Mortgage-Backed Securities: No Need to Fear Refi Wave

Demand remains strong as Agency MBS is one of few positive-yielding, high-quality asset classes.


August 17, 2016

Asset-Backed Securities and CLOs: Shifting Demand Results in Opportunity

Value in new-issue aircraft lease transactions and CLOs backed by loans to middle market companies.


August 17, 2016

Bank Loans: Not Too Hot, Not Too Cold

Moving slightly down in quality as loans deliver steady performance.


August 17, 2016

Commercial Mortgage-Backed Securities: A Rally in Spreads, a Surge in Supply

Market volatility in the first half of 2016 has given way to a sharp rally in CMBS spreads and resurgence in CMBS issuance.


August 17, 2016

Commercial Real Estate Debt: Will the Party Continue?

Despite positive fundamentals, the second quarter saw a significant decrease in lender appetite.


August 17, 2016

High-Yield Corporate Bonds: Energy Leads the Way

The energy sector currently offers the best potential total return upside in the high-yield space.


August 17, 2016

Investment Grade Corporate Credit Global Demand Meets Abundant Supply

Relatively high yields and abundant supply entice global fixed-income investors.


August 17, 2016

Municipals: Watching Election-Season Tax Debates

Talk of tax reform will likely create uncertainty in the otherwise-robust municipal bond market.


August 17, 2016

Non-Agency Residential Mortgage-Backed Securities: Market in Slow Motion

Constructive themes of improving fundamentals and limited supply remain firmly in place.


August 17, 2016

Rates: U.S. Beckons Yield-Starved Global Investors

Investors from outside of the United States seeking higher relative yields will continue to support Treasurys.

Displaying Results 161 - 170 (of 189)







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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.