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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.



June 17, 2019

High-Yield Corporate Bonds: Expect a More Sustainable Pace of Returns

Rising Treasury yields may weigh on high yield for the balance of the year, but positive returns should continue with additional spread compression and coupon clipping.
 


June 17, 2019

Investment-Grade Corporate Bonds: Reversal of Fortune

A dovish Fed, strong fundamentals, and growing demand support investment-grade corporate bond sector performance.
 


June 17, 2019

Municipal Bonds: Strong Demand

The rally in credit, retail demand, and subdued supply have driven municipal bond spreads to historical tights.
 


June 17, 2019

Non-Agency Residential Mortgage-Backed Securities: The Slow Reboot

Value remains in select pre-crisis RMBS, but market focus is shifting to new issue.


June 17, 2019

Rates: Sea Change

The Fed’s policy pivot sets the stage for attractive opportunities in higher-quality rates products.
 


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

Quantifying the Credit Risk and Default Runway

After the recession starts, high-yield bond and bank loan issuers have at least a 12-month runway before we experience a large wave of defaults.


March 07, 2019

Agency Mortgage-Backed Securities: Flight to Quality

With solid fundamentals and fair valuations in a period of weak technical factors, select Agency MBS appears relatively attractive.


March 07, 2019

Asset-Backed Securities and CLOs: A Wild Ride on Santa's Sleigh

A sharp December selloff highlights the need to remain vigilant.


March 07, 2019

Bank Loans: December Lessons

Loan investors learned about illiquidity during December’s volatility, but careful positioning can still add value.


March 07, 2019

Commercial Mortgage-Backed Securities: Defensive Play

Volatile market conditions call for a focus on loss-remote, amortizing bonds and CRE-CLO deals with proven sponsors.

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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, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.