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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.



March 11, 2021

Municipal Bonds: Sky High Supply

Supply in 2021 is likely to exceed 2020’s record $474 billion in new issuance.


March 11, 2021

Non-Agency Residential Mortgage-Backed Securities: Building Blocks for Recovery

Elevated economic risks and credit stress are fully priced and should set the stage for future performance.


March 11, 2021

Rates: Positioned for a Dovish Fed

Anticipated fiscal stimulus could push 10-year rates above current levels and would present a buying opportunity.


February 25, 2021 | High-Yield and Bank Loan Outlook

A Ripe Environment for Strong Credit Performance

Our positive 2021 economic outlook, combined with better-than-expected company fundamentals, supports strong credit performance and spreads.


November 06, 2020 | High-Yield and Bank Loan Outlook

Opportunities in Credit Amid Challenging Conditions

Credit spreads still have room to tighten, but default risk remains elevated in certain sectors.


August 19, 2020 | High-Yield and Bank Loan Outlook

The Impact of the Fed’s Corporate Credit Facilities

As a result of the Federal Reserve’s efforts to shore up credit markets, the leveraged credit sector has delivered stellar performance since the lows in March.


May 20, 2020 | High-Yield and Bank Loan Outlook

Reaching the End of the Runway

While the U.S. speculative-grade default rate could reach 15 percent in this cycle, the market is offering better entry points than seen in years.


February 11, 2020 | High-Yield and Bank Loan Outlook

The Relative Value Case for Bank Loans Over High Yield

Loans present an opportunity to move up the capital structure with better spreads and yields than high-yield corporate bonds.


December 23, 2019

Agency Mortgage-Backed Securities: Flight Risk

Prepayment risk for recently originated mortgages remains high as mortgage rates continue to fall.


December 23, 2019

Asset-Backed Securities and CLOs: Focus on High Quality, New Issue

We prefer short, senior CLO tranches and new-issue commercial and aircraft ABS.
 

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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.