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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

Bank Loans: Ratings Migration Signals Trouble Ahead

Worrisome pace of downgrades in the leveraged loan market is likely to continue.
 


December 23, 2019

Commercial Mortgage-Backed Securities: Strong Demand, But Not for WeWork

Liquidity remains strong after the largest post-crisis SASB and CRE-CLO deals.
 


December 23, 2019

Commercial Real Estate Debt: Can Coworking Work?

WeWork’s failed IPO does not signal the demise of flexible office space.


December 23, 2019

High-Yield Corporate Bonds: Cracks Are Forming

Investors should continue to limit exposure to CCCs despite recent cheapening because of the asymmetry of potential spread outcomes.
 


December 23, 2019

Investment-Grade Corporate Bonds: Walking the Tightrope

Demand for investment-grade corporate bonds should remain strong.
 


December 23, 2019

Municipal Bonds: Riding the Wave

Continued strong demand enables move up in credit quality.


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.

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