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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.



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.


August 22, 2019

Municipal Bonds: Unwavering Demand

Negative credit headlines did not diminish investor appetite for municipal bonds.


August 22, 2019

Non-Agency Residential Mortgage-Backed Securities: Credit Tailwinds Remain in Place

Favorable fundamentals should improve cash flows in select subsectors.


August 22, 2019

Rates: When Doves Cry

The next 50 basis-point move in the Treasury yield curve is likely to be a steepening.


July 17, 2019 | High-Yield and Bank Loan Outlook

High-Yield Credit in a Fed Easing Cycle

High-yield corporate bond spreads and bank loan discount margins typically widen when the Fed is lowering interest rates.

Displaying Results 31 - 40 (of 189)







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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 Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.