1. Home
  2. Our Perspectives

Subscribe to Our Perspectives


 

Sign up for email alerts and you will be notified via email as soon as the selected publications have been posted.

 

 

Recent Perspectives

November 19, 2018

Rising Rates Are Beginning to Bite

Rising rates are hurting the most rate-sensitive sectors in a preview of the bigger slowdown headed our way.

Read Article


November 19, 2018

Fixed-Income Outlook Chart Highlights: Q4 2018

Selected charts from our Fourth Quarter Fixed-Income Outlook illustrate why we believe it is time to start jogging to the exits.

Read More


November 19, 2018

Agency Mortgage-Backed Securities: Supply Yawn

The market shrugged off the Fed’s withdrawal as a buyer, but sector volatility could spike if prepayments rise.

Read Report


November 19, 2018

Asset-Backed Securities and CLOs: The New Issuance Engine that Could

CLO new issuance is on track for a record year; esoteric ABS gains in popularity.

Read Report


November 19, 2018

Bank Loans: Secondary Loans Shrug Off Large Deals

Bank loans delivered positive returns in the third quarter with secondary loan discount margins tightening over the quarter.

Watch Video


November 19, 2018

Commercial Mortgage-Backed Securities: Ebb and Flow

With CMBS issuance dropping off due to competition from banks and insurers, investors are turning to CRE CLOs.

Read Report


November 19, 2018

Commercial Real Estate Debt: End of the Road for Growth

Investors face headwinds as market forces conspire to end the property price appreciation trend.

Read Report


November 19, 2018

High-Yield Corporate Bonds: Breaking the Resistance

Resistance to spread tightening lifted in the third quarter as yields rose on the back of higher benchmark rates.

Read Report


November 19, 2018

Investment-Grade Corporate Bonds: Exit Strategy

Tight spreads present an opportunity to move up in quality and liquidity.

Read Report




© 2018 Guggenheim Partners, LLC. All rights reserved. Guggenheim, Guggenheim Partners and Innovative Solutions. Enduring Values. are registered trademarks of Guggenheim Capital, LLC.