/perspectives/sector-views?page=5

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

Investment-Grade Corporate Credit: Higher Yields for Strong Convictions

Widening spreads and higher yields in investment-grade corporates presents opportunities to add selectively to positions where our credit conviction remains unchanged.


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

Rates: Risk, But Not Much Reward

With higher yields and shorter durations, Agency bonds represent better value than U.S. Treasurys in 2016.


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

High-Yield Corporate Bonds: Compelling Relative Value Despite Volatility

After their first annual loss since 2009, our research suggests select high-yield bonds look attractive again on a risk-adjusted basis.


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.

Displaying Results 41 - 50 (of 60)







Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC ("Guggenheim"), which includes Security Investors, LLC ("SI"), Guggenheim Funds Investment Advisors, LLC, ("GFIA") and Guggenheim Partners Investment Management ("GPIM") the investment advisers to the referenced funds. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.

© Guggenheim Investments. All rights reserved.

Research our firm with FINRA Broker Check.

• Not FDIC Insured • No Bank Guarantee • May Lose Value

This website is directed to and intended for use by citizens or residents of the United States of America only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction, or to any person to who, it is not lawful to make such an offer. All content has been provided for informational purposes only. It is not intended to be and should not be construed as, (i) a recommendation; (ii) legal or tax advice; and/or (iii) a legal opinion. Always consult a financial, tax and /or legal professional regarding your specific situation. Investing involves risk, including the possible loss of principal.