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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.



August 21, 2023

Investment-Grade Corporate Bonds: Strong Technicals Support IG

Despite weakening fundamentals, the performance outlook appears positive.


August 21, 2023

High-Yield Corporate Bonds: Attractive Yields and Limited Supply Support Performance

Credit challenges persist, but stable spreads and attractive yields lure investors.


August 21, 2023

Bank Loans: Clipping the Highest Coupon in Two Decades

Yields are attractive even after accounting for credit losses in an above-average default environment.


August 21, 2023

Asset-Backed Securities and CLOs: Commercial ABS Remains Attractive

Declining primary market issuance helps support spreads.


August 21, 2023

Non-Agency Residential Mortgage-Backed Securities: Technical Market Conditions Are Supportive of Valuations

Housing market and labor fundamentals add to our long-term constructive outlook.


August 21, 2023

Agency Mortgage-Backed Securities: Short-Term Headwinds Persist and the Sector Remains Cheap

Stabilized rate volatility is key to the sector’s long-term value proposition.


August 21, 2023

Commercial Real Estate: Finding Value in the Post-Pandemic Market

Assessing the effect of secular trends on commercial real estate values.


July 19, 2023 | High-Yield and Bank Loan Outlook

Capital Rationing in Leveraged Credit

Appealing yields and cautious markets.


May 17, 2023

Second Quarter 2023 Fixed-Income Sector Views

Opportunity in fixed income rises with uncertainty.

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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 Japan Limited, and GS GAMMA Advisors, LLC.