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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.



December 15, 2016

Refi Surge Calls for Selective Buying

Direct lenders and middle market credit platforms will drive middle market CLO issuance.


December 15, 2016

Focus on Longer Duration

The widely feared refinancing wave failed to materialize, but Fed timing remains a risk.


October 14, 2016

High-Yield and Bank Loan Outlook – October 2016

Despite the recent rise in prices and tightening of spreads, interest expense coverage ratios for non-commodity high-yield issuers are relatively low, and the domestic economy is resilient.


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 171 - 180 (of 202)







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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 Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.