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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.



March 07, 2019

Rates: The Beginning of the End

With one more rate hike expected by our macro research group, we believe this is the beginning of the end of the upward move in rates.


January 18, 2019 | High-Yield and Bank Loan Outlook

Up the Escalator, Down the Elevator

An uptick in corporate defaults in 2019 will mark the beginning of a prolonged period of stress in the corporate bond market.


November 19, 2018

Agency Mortgage-Backed Securities (MBS): Supply Yawn

The market shrugged off the Fed’s withdrawal as a buyer, but sector volatility could spike if prepayments rise.


November 19, 2018

Asset-Backed Securities (ABS) and Collateralized Loan Obligations (CLOs): The New Issuance Engine that Could

CLO new issuance is on track for a record year; esoteric ABS gains in popularity.


November 19, 2018

Bank Loans: Secondary Loans Shrug Off Large Deals

Bank loans delivered positive returns in the third quarter with secondary loan discount margins tightening over the quarter.


November 19, 2018

Commercial Mortgage-Backed Securities (CMBS): Ebb and Flow

With CMBS issuance dropping off due to competition from banks and insurers, investors are turning to CRE CLOs.


November 19, 2018

Commercial Real Estate Debt (CRE): End of the Road for Growth

Investors face headwinds as market forces conspire to end the property price appreciation trend.


November 19, 2018

High-Yield Corporate Bonds: Breaking the Resistance

Resistance to spread tightening lifted as yields rose on the back of higher benchmark rates.


November 19, 2018

Investment-Grade Corporate Bonds: Exit Strategy

Tight spreads present an opportunity to move up in quality and liquidity.


November 19, 2018

Municipal Bonds: Weather Report

Technicals support short-term performance, but many municipalities are ill-prepared for an economic downturn.

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