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Sector Views

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



May 24, 2016

Agency Residential Mortgage-Backed Securities: Agency MBS Has Global Appeal

U.S. housing market dynamics and low/negative rates overseas should drive demand for Agency MBS.


May 24, 2016

Rates: Flight to Quality Benefits Treasurys

U.S. rates products will remain relatively attractive, given extremely low to negative global bond yield levels.


May 24, 2016

Commercial Mortgage-Backed Securities: Awash in Demand, Short in Supply

A frenzied rally in April will moderate as Wall Street restarts its CMBS production engine.


April 13, 2016

High-Yield and Bank Loan Outlook – April 2016

While spreads have since narrowed, we are still finding bargains in high-yield bonds and bank loans.


March 17, 2016

Municipals: Strong Fundamentals Despite Headline Risk

With the exception of well-known problem credits, such as Puerto Rico and Chicago, fundamentals in the municipal bond market remain strong.


March 17, 2016

Non-Agency Residential Mortgage-Backed Securities: Strong Credit Performance, Favorable Supply Dynamics

Credit fundamentals and market supply dynamics provide a tailwind for non-Agency RMBS.


March 17, 2016

Commercial Real Estate Debt: 2016 Could Be a Supply Story

Investor demand for commercial mortgage loans was strong in 2015, but it remains to be seen whether the trend will continue in 2016.


March 17, 2016

Asset-Backed Securities and CLOs: Yield Premiums in Select ABS

Recent spread widening across several areas of the ABS market, particularly in post-crisis mezzanine CLOs, creates a compelling entry point.


January 15, 2016

High-Yield and Bank Loan Outlook - January 2016

We continue to expect that defaults will remain largely contained to commodity-related sectors despite the market’s dimming outlook for risk assets. While we keep a vigilant eye on the fundamental trends that underpin our credit views, it is important to remember during market conditions such as these that we are long-term investors, not traders. These are markets in which the strongest convictions are tested, but cooler heads prevail in the end.


October 14, 2015

High-Yield and Bank Loan Outlook - October 2015

While volatility in credit markets may not yet be over, we believe now is the time to look for high-yield and bank loan investment opportunities.

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