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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.



February 23, 2018

Municipal Bonds: Tax Reform Rocks the Muni Market

We focus on quality as the effects of unintended consequences from the tax overhaul loom large.


February 23, 2018

Non-Agency Residential Mortgage-Backed Securities: Watching for Credit Expansion

With fundamentals improving, investors should weigh the benefits and risks of credit expansion.


February 23, 2018

Rates: Anticipate Further Yield Curve Flattening

Economic conditions, goosed by tax reform, call for a faster pace of Fed rate hikes.


January 18, 2018

High-Yield and Bank Loan Outlook: Be Wary of Eroding Investor Protections

Assessing the risks of covenant-lite loans, 0 percent Libor floors, tax reform, and tightening spreads.


November 14, 2017

Agency Mortgage-Backed Securities: The Fed Has Spoken, Now It Is the Market's Turn

The Fed’s tapering program may pressure Agency MBS, but it could also increase investment opportunities.


November 14, 2017

Asset-Backed Securities and CLOs: Spreads to Tighten Further

Concern over high demand and record post-crisis tights has us focused on quality and liquidity.


November 14, 2017

Bank Loans: Room to Run Despite Rate Hikes

Fundamentals continue to look healthy in loans, and we expect investors will benefit from higher future coupons.


November 14, 2017

Commercial Mortgage-Backed Securities: Eyes Wide Shut

The CMBS market is finally growing, but recent storms and transaction structures highlight broad market complacency.


November 14, 2017

Commercial Real Estate Debt: Anticipating a Strong Fourth Quarter

While year-to-date sales volumes lag last year’s totals, originations continue at a strong pace.


November 14, 2017

High-Yield Corporate Bonds: High Valuations in BB-Rated Corporates

Average credit fundamentals are improving, but we remain cautious of valuations and weaker credits.

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