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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 23, 2019

Non-Agency Residential Mortgage-Backed Securities: The Future is Now

New issuance and trading activity in the RMBS market reflect a change in investor focus.
 


December 23, 2019

Rates: The Long Way Home

Opportunity knocks as Fed rate cuts are likely to steepen the yield curve.


October 29, 2019 | High-Yield and Bank Loan Outlook

Don’t Be Tempted by CCC Bonds and Loans

Lower-quality credit spreads have more potential to widen than tighten.


August 22, 2019

Agency Mortgage-Backed Securities: Prepayment Risks Rise as Mortgage Rates Drop

Prepayment risk for recently originated mortgages is high.


August 22, 2019

Asset-Backed Securities and CLOs: Aircraft ABS is Flying Off the Shelves

Investor demand for investment-grade credit is increasing competition for aircraft ABS.


August 22, 2019

Bank Loans: Favorable Technicals Lift Prices

Secondary loan prices rose in the second quarter on the back of robust CLO demand.


August 22, 2019

Commercial Mortgage-Backed Securities: CRE-CLO Evolution

The CRE-CLO product is in its early years while conduit is showing its age.


August 22, 2019

Commercial Real Estate Debt: The Rising Cost of Housing

Real estate investors mull the ramifications of rent control.


August 22, 2019

High-Yield Corporate Bonds: The Rally that Lacks Conviction

Not all prices in a strong first half were lifted equally by this Fed-induced rally.


August 22, 2019

Investment-Grade Corporate Bonds: Limited Upside

Positive performance could be tempered by any number of disruptive events in the third quarter.

Displaying Results 11 - 20 (of 176)







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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, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.