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Sector Views

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



November 20, 2023

Asset-Backed Securities and CLOs: Pockets of Opportunity in Structured Credit

Relative pricing versus corporates remains attractive.


November 20, 2023

Non-Agency Residential Mortgage-Backed Securities: Housing Strength Continues Despite Elevated Mortgage Rates

Strong technical factors support home prices and RMBS valuations.


November 20, 2023

Commercial Mortgage-Backed Securities: Fundamental Deterioration Is Not Fully Priced

We remain defensive on the sector and await a better entry point.


November 20, 2023

Agency Mortgage-Backed Securities: A Patient Approach to Agency MBS

The sector looks attractive given wide spreads and the nearing inflection point in the hiking cycle.


November 20, 2023

Commercial Real Estate: The Rocketing Cost of Property Insurance

Escalating costs are leading to diminished returns for real estate investors.


October 27, 2023 | High-Yield and Bank Loan Outlook

Technical Support Remains Strong but Fundamental Pressures to Grow in 2024

Credit challenges to come as the economy slows.


August 22, 2023

Corporate Credit Quarterly Insights - August 2023

Market and portfolio update from our Corporate Credit team


August 21, 2023

Municipal Bonds: Cracks Form in Muniland

Wary of a slowing credit cycle and waning technical tailwinds.


August 21, 2023

Third Quarter 2023 Fixed-Income Sector Views

Technical tailwinds support the market.


August 21, 2023

Rates: Positive Outlook for Treasury Returns

Income will be a significant driver of returns for investors.

Displaying Results 21 - 30 (of 51)







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