/perspectives/sector-views?page=2

Sector Views

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



August 22, 2019

Rates: When Doves Cry

The next 50 basis-point move in the Treasury yield curve is likely to be a steepening.


July 17, 2019 | High-Yield and Bank Loan Outlook

High-Yield Credit in a Fed Easing Cycle

High-yield corporate bond spreads and bank loan discount margins typically widen when the Fed is lowering interest rates.


June 17, 2019

Agency Mortgage-Backed Securities: Mortgage Refis Rise on Lower Rates

Prepayment risk is contained for now, but the near-term technical picture remains challenging.


June 17, 2019

Asset-Backed Securities and CLOs: Esoteric ABS Goes Mainstream

Investor demand for high-quality credit is increasing competition for whole business ABS.
 


June 17, 2019

Bank Loans: Loan Performance Proves Resilient Against Outflows

A decline in institutional loan gross issuance offsets lower demand from mutual funds.
 


June 17, 2019

Commercial Mortgage-Backed Securities: Shrinking Supply

Late-cycle loan market competition is putting pressure on CMBS issuers, but opportunities remain to position defensively.
 


June 17, 2019

Commercial Real Estate Debt: Retail’s Loss Is Industrial’s Gain

As the retail sector continues to struggle, investors compete for industrial opportunities driven by e-commerce.
 


June 17, 2019

High-Yield Corporate Bonds: Expect a More Sustainable Pace of Returns

Rising Treasury yields may weigh on high yield for the balance of the year, but positive returns should continue with additional spread compression and coupon clipping.
 


June 17, 2019

Investment-Grade Corporate Bonds: Reversal of Fortune

A dovish Fed, strong fundamentals, and growing demand support investment-grade corporate bond sector performance.
 


June 17, 2019

Municipal Bonds: Strong Demand

The rally in credit, retail demand, and subdued supply have driven municipal bond spreads to historical tights.
 

Displaying Results 11 - 20 (of 167)







Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

Investing involves risk, including the possible loss of principal.

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. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.

© Guggenheim Investments. All rights reserved.

Research our firm with FINRA Broker Check.

• Not FDIC Insured • No Bank Guarantee • May Lose Value

This website is directed to and intended for use by citizens or residents of the United States of America only. The material provided on this website is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Investing involves risk, including the possible loss of principal.