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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.



May 17, 2018

Commercial Real Estate Debt: Musical Chairs

With falling sales volume and normalized maturities, the supply of mortgage loan opportunities will be significantly less this year.


May 17, 2018

High-Yield Corporate Bonds: Turning the Corner

Demand for high-yield corporate bonds waned in the first quarter as Treasurys sold off, but signs of a turnaround are visible.


May 17, 2018

Investment-Grade Corporate Bonds: The Easy Money Has Been Made

Changes in monetary policy, rising corporate leverage, and a deteriorating technical landscape are taking a toll.


May 17, 2018

Municipal Bonds: Driven by Individual Investors

Income-seeking retail investors are driving the market for municipal bonds, but a disciplined approach can still uncover opportunities.


May 17, 2018

Non-Agency Residential Mortgage-Backed Securities: Investor Demand Meets Short Supply

Improving fundamentals and limited supply have insulated the sector from broader market volatility.


May 17, 2018

Rates: Higher Yields, Flatter Curve

Increased volatility could lead to wider credit spreads and a migration to higher-quality fixed-income assets.


April 12, 2018 | High-Yield and Bank Loan Outlook

Not Too Soon to Think About Defaults and Recovery Rates

High-Yield and Bank Loan Outlook: Benign conditions support near term value in credit, but default rates will rise as the Fed tightens further and corporate debt levels continue to grow.


February 23, 2018

Agency Mortgage-Backed Securities: New Year, New Market Dynamics

While short-term drivers for spread tightening are in place, we expect modest widening later in the year.


February 23, 2018

Asset-Backed Securities and CLOs: Focus on Prepayment and Extension Risk

Tight spreads and weak call protection fuel our preference for shorter CLO and senior ABS tranches.


February 23, 2018

Bank Loans: A Borrower’s Market

Credit performance has been strong, but the erosion of investor protections raises risks in the next downturn.

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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 Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited and Guggenheim Partners India Management.