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Sector Views

Our Sector Team leaders share perspectives on performance characteristics, opportunities, and risks across a broad range of fixed-income asset classes.

 

January 13, 2017

High-Yield and Bank Loan Outlook: Focus on Floating Rate

Conditions bode well for credit, but a more aggressive Fed and geopolitics could bring volatility. 

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December 15, 2016

Rates: Pre- and Post-Election Rate Moves

A rising fed funds rate suggests investors should prepare for the curve to flatten.

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December 15, 2016

Non-Agency Residential Mortgage-Backed Securities: Defensive Driving

Despite constructive fundamentals, challenging relative value warrants risk control.

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December 15, 2016

Municipals: Emphasis on Quality

Rising pension liabilities remain a concern, but strong technicals support the municipal market.

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December 15, 2016

Investment Grade Corporate Credit: Foreign Forces Drive Yields Lower

Unwavering investor demand drove yields close to historic lows in the third quarter.

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December 15, 2016

High-Yield Corporate Bonds: Commodity Picture Is Still Improving

We continue to find value in energy and metals, which still offer yield premiums over non-commodity names despite an improving fundamental outlook.

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December 15, 2016

Commercial Real Estate Debt: Stability and Liquidity Return

After a volatile first half of the year, debt markets returned to a more normalized origination environment.

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December 15, 2016

Commercial Mortgage-Backed Securities: Sorting the Wheat from the Chaff

Identifying relative value as investors struggle to digest a slew of transactions in a hot market.

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December 15, 2016

Bank Loans: Investor Demand Raises Refi Risk

Reversing the trend earlier in the year, primary market opportunities look attractive as the secondary market trades rich.

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December 15, 2016

Agency Mortgage-Backed Securities: Focus on Longer Duration

The widely feared refinancing wave failed to materialize, but Fed timing remains a risk.

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