/perspectives/sector-views

Sector Views

Our Sector Reports include institutional investor commentary that explores past performance, future outlook and investment implications for various market sectors.



March 11, 2021

Agency Mortgage-Backed Securities: Fed Leads the Way

Fed stabilizes MBS sector despite record low mortgage rates.


March 11, 2021

Asset-Backed Securities and CLOs: No Bond Left Behind

The Fed’s QE “vaccine” has left investors flush with cash but few yielding investment alternatives.


March 11, 2021

Bank Loans: Watch Refi Risk as Prices Improve

We believe loans offer attractive value to income seekers, but refinancing risk could resurface in 2021.


March 11, 2021

Commercial Mortgage-Backed Securities: Increasing Supply in 2021

Property performance remains under pressure, but senior CMBS have fully recovered from the COVID selloff.


March 11, 2021

Commercial Real Estate Debt: Expect a Protracted Recovery in Hotels

COVID-19 is exacting a heavy toll on the U.S. hospitality industry.


March 11, 2021

High-Yield Corporate Bonds: Ongoing Shift Toward Lower Quality

The lowest quality corporate bonds gain as investors stretch for yield.


March 11, 2021

Investment-Grade Corporate Bonds: Spreads Are Likely to Tighten Further

Technical indicators suggest that the rally we experienced in the fourth quarter has more room to run.


March 11, 2021

Municipal Bonds: Sky High Supply

Supply in 2021 is likely to exceed 2020’s record $474 billion in new issuance.


March 11, 2021

Non-Agency Residential Mortgage-Backed Securities: Building Blocks for Recovery

Elevated economic risks and credit stress are fully priced and should set the stage for future performance.


March 11, 2021

Rates: Positioned for a Dovish Fed

Anticipated fiscal stimulus could push 10-year rates above current levels and would present a buying opportunity.

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