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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.



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.


February 23, 2018

Commercial Mortgage-Backed Securities: Get It Where You Can

Investors flocked to floating-rate investments in 2017 as rising Libor offsets post-crisis tights in spreads.


February 23, 2018

Commercial Real Estate Debt: A Bright Outlook for 2018

The commercial real estate market is poised for income growth with stable valuations.


February 23, 2018

High-Yield Corporate Bonds: A Fundamentally Stable Credit Environment

Tax reform will be a key driver of performance for high-yield corporate bonds in 2018.


February 23, 2018

Investment-Grade Corporate Bonds: Tax Changes Enhance Technicals

Clarity on tax policy helps drive spreads to 10-year tights, but headwinds remain.


February 23, 2018

Municipal Bonds: Tax Reform Rocks the Muni Market

We focus on quality as the effects of unintended consequences from the tax overhaul loom large.


February 23, 2018

Non-Agency Residential Mortgage-Backed Securities: Watching for Credit Expansion

With fundamentals improving, investors should weigh the benefits and risks of credit expansion.


February 23, 2018

Rates: Anticipate Further Yield Curve Flattening

Economic conditions, goosed by tax reform, call for a faster pace of Fed rate hikes.


January 18, 2018 | High-Yield and Bank Loan Outlook

High-Yield and Bank Loan Outlook: Be Wary of Eroding Investor Protections

Assessing the risks of covenant-lite loans, 0 percent Libor floors, tax reform, and tightening spreads.

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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.