Sector Views

Our Sector Views include investor commentary that explores past performance, future outlook and investment implications for various market sectors.

August 02, 2022

ABS-CLOs: Challenging Market Conditions Create Pockets of Opportunity

While volatility and rising rates are pressuring issuance, seasoned managers and highly rated debt remain attractive.

August 02, 2022

Non-Agency RMBS: Rising Fundamentals Are Supportive Despite Macroeconomic Challenges

We remain constructive on the credit prospects for non-Agency RMBS, but our performance outlook is tempered by market volatility and macro headwinds.

August 02, 2022

CMBS: Fundamentals Continue to Recover from COVID

We continue to favor AA to BBB-rated bonds from new issue and secondary deals, CRE-CLO, and select SASB deals.

August 02, 2022

Commercial Real Estate: COVID Recovery by Hotels Remains Slow

While U.S. hospitality industry is moving  toward pre-pandemic levels, full recovery is several years away.

August 02, 2022

Agency MBS: Policy and Inflation Risks Have Led to Attractive Valuations in Agency MBS

Off-the-run Agency CMBS, low pay-up specified pools, and locked-out CMO structures are attractively priced in the current environment.

May 24, 2022 | High-Yield and Bank Loan Outlook

Despite the Gray Mood, Skies Are Only Partly Cloudy

The outlook for credit amid rising inflation, monetary tightening, and war in Europe.

March 04, 2022 | High-Yield and Bank Loan Outlook

Credit Returns in the Upcoming Fed Hiking Cycle

Exploring the performance of leveraged credit in past tightening cycles.

November 24, 2021 | High-Yield and Bank Loan Outlook

Are High-Yield Markets Misjudging Evergrande Risk?

High-yield investors should be weighing the risks of contagion more carefully.

August 31, 2021 | High-Yield and Bank Loan Outlook

Looking at Yields in High-Yield Credit

A properly diversified credit portfolio should have exposure to both high-yield corporate bonds and bank loans.

May 13, 2021 | High-Yield and Bank Loan Outlook

In the Recovery Phase of the Credit Cycle

Strong earnings growth, low default volumes, upward rating migration, and tighter spreads in the recovery phase of the credit cycle.

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