/perspectives/sector-views?page=2

Sector Views

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



February 22, 2024

Non-Agency Residential Mortgage-Backed Securities: Finding Value Amid High Rates

Elevated mortgage rates should suppress supply and support performance.


February 22, 2024

Commercial Mortgage-Backed Securities: Selectivity Remains Key in CMBS

CMBS rallies but remains rich relative to other sectors.


February 22, 2024

Commercial Real Estate: When Maturity Means Default

What the looming maturity wall means for office mortgage loans.


February 22, 2024

Agency Mortgage-Backed Securities: What a Difference a Quarter Makes

Positioning for rates to decline over a medium- to long-term horizon.


February 20, 2024

Corporate Credit Quarterly Insights - February 2024

Market and portfolio update from our Corporate Credit team


January 24, 2024 | High-Yield and Bank Loan Outlook

Higher-Quality Leveraged Credit Should Benefit from Fed Easing Cycle

Implications for credit investors


November 27, 2023

Corporate Credit Quarterly Insights - November 2023

Market and portfolio update from our Corporate Credit team


November 20, 2023

Fourth Quarter 2023 Fixed-Income Sector Views

Consistent strategy through volatility.


November 20, 2023

Rates: More Volatility Ahead

Fed interest rate policy will likely cause the yield curve to steepen further.


November 20, 2023

Investment-Grade Corporate Bonds: Taking Advantage of Technical Tailwinds

Credit conditions will be more challenging in 2024.

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