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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 14, 2016

High-Yield and Bank Loan Outlook – July 2016

Despite the selloff following Brexit, high-yield bonds and bank loans still turned in impressive quarterly returns, but recovery rates bear watching.


May 24, 2016

Bank Loans: Seeking Fundamental Strength Amid Technical Weakness

Despite a weak near-term technical backdrop, certain bank loans remain supported by strong earnings and low default risk.


May 24, 2016

Non-Agency Residential Mortgage-Backed Securities: Volatile Prices Mask Improving Fundamentals

Improving fundamentals, lower bond prices, and limited supply form a constructive thesis for non-Agency RMBS.


May 24, 2016

Commercial Real Estate Debt: Demand for Loans May Exceed Supply

While commercial real estate fundamentals remain strong, strains on loan supply could cause borrowing costs to tick higher in 2016.


May 24, 2016

Municipals: Revenue Bonds Trump General Obligations

We selectively favor bonds supported by dedicated revenue streams.


May 24, 2016

Agency Residential Mortgage-Backed Securities: Agency MBS Has Global Appeal

U.S. housing market dynamics and low/negative rates overseas should drive demand for Agency MBS.


May 24, 2016

Rates: Flight to Quality Benefits Treasurys

U.S. rates products will remain relatively attractive, given extremely low to negative global bond yield levels.


May 24, 2016

Commercial Mortgage-Backed Securities: Awash in Demand, Short in Supply

A frenzied rally in April will moderate as Wall Street restarts its CMBS production engine.


April 13, 2016

High-Yield and Bank Loan Outlook – April 2016

While spreads have since narrowed, we are still finding bargains in high-yield bonds and bank loans.


March 17, 2016

Municipals: Strong Fundamentals Despite Headline Risk

With the exception of well-known problem credits, such as Puerto Rico and Chicago, fundamentals in the municipal bond market remain strong.

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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.