Sector Views

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

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

Rates: Positioning for a Policy Transition

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

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.

May 16, 2023

Non-Agency Residential Mortgage-Backed Securities: Constructive on Non-Agency RMBS

Low new-issue volume will limit supply and provide positive technical tailwinds for the sector.

May 16, 2023

Commercial Mortgage-Backed Securities: Bank Failures Portend Capital Rationing in CRE

Increasing dispersion in CMBS as fundamental pressures mount.

May 16, 2023

Agency Mortgage-Backed Securities: Short-Term Headwinds Prevail For Now

Lower rate volatility is a key to the long-term value proposition.

May 16, 2023

Commercial Real Estate: Cash Is King

With property values under stress, prepared real estate investors can find opportunity.

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