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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.



August 17, 2016

Non-Agency Residential Mortgage-Backed Securities: Market in Slow Motion

Constructive themes of improving fundamentals and limited supply remain firmly in place.


August 17, 2016

Rates: U.S. Beckons Yield-Starved Global Investors

Investors from outside of the United States seeking higher relative yields will continue to support Treasurys.


July 14, 2016

High-Yield and Bank Loan Outlook – July 2016

Despite the selloff following Brexit, high-yield bonds and bank loans still turned in impressive quarterly returns, but recovery rates bear watching.


May 24, 2016

Investment-Grade Corporate Credit: Opportunity in Summer Volatility

Energy yields look more attractive than other sectors, as the worst of the oil bear market draws to an end.


May 24, 2016

High-Yield Corporate Bonds: A Bid for Lower Quality Re-Emerges

Market weakness offers attractive entry points in B-rated bonds, particularly in the energy sector.


May 24, 2016

Bank Loans: Seeking Fundamental Strength Amid Technical Weakness

Despite a weak near-term technical backdrop, certain bank loans remain supported by strong earnings and low default risk.


May 24, 2016

Asset-Backed Securities and CLOs: Focus on Seniority

We anticipate cheaper entry points into mezzanine and subordinate CLO tranches, and esoteric ABS.


May 24, 2016

Non-Agency Residential Mortgage-Backed Securities: Volatile Prices Mask Improving Fundamentals

Improving fundamentals, lower bond prices, and limited supply form a constructive thesis for non-Agency RMBS.


May 24, 2016

Commercial Real Estate Debt: Demand for Loans May Exceed Supply

While commercial real estate fundamentals remain strong, strains on loan supply could cause borrowing costs to tick higher in 2016.


May 24, 2016

Municipals: Revenue Bonds Trump General Obligations

We selectively favor bonds supported by dedicated revenue streams.

Displaying Results 21 - 30 (of 50)



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