Sector Views

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

August 21, 2023

Agency Mortgage-Backed Securities: Short-Term Headwinds Persist and the Sector Remains Cheap

Stabilized rate volatility is key to the sector’s long-term value proposition.

August 21, 2023

Commercial Real Estate: Finding Value in the Post-Pandemic Market

Assessing the effect of secular trends on commercial real estate values.

July 19, 2023 | High-Yield and Bank Loan Outlook

Capital Rationing in Leveraged Credit

Appealing yields and cautious markets.

May 17, 2023

Second Quarter 2023 Fixed-Income Sector Views

Opportunity in fixed income rises with uncertainty.

May 16, 2023

Rates: Positioning for a Policy Transition

We expect the Treasury curve will steepen when the Fed pauses.

May 16, 2023

Investment-Grade Corporate Bonds: Higher Yields and Lack of Issuance Drive Demand

While financials look relatively attractive in the wake of the banking crisis, near-term caution is prudent.

May 16, 2023

High-Yield Corporate Bonds: High-Yield Returns Boosted by Duration

While default risk is rising, the sector’s performance should continue to benefit from being higher quality relative to history and positive technicals from lack of new issuance.

May 16, 2023

Bank Loans: Bank Loans Are Off to a Solid Start

Positioning for rising defaults as macroeconomic challenges mount.

May 16, 2023

Municipal Bonds: Managing Through a Slowing Credit Cycle

Technical support may not be enough to sustain municipals’ momentum as the economy slows.

May 16, 2023

Asset-Backed Securities and CLOs: Sound Fundamentals Counter External Pressures

Pent-up demand for long-term ABS financing will likely result in increased issuance over 2023–2025.

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