Sector Views

Our Sector Team leaders share perspectives on performance characteristics, opportunities, and risks across a broad range of fixed-income asset classes.


 


March 17, 2016

Strong Credit Performance, Favorable Supply Dynamics

Credit fundamentals and market supply dynamics provide a tailwind for non-Agency RMBS.


March 17, 2016

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

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

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.


January 15, 2016

High-Yield and Bank Loan Outlook – January 2016

Today’s markets test the strongest convictions, but we believe it is a passing storm.


October 14, 2015

High-Yield and Bank Loan Outlook – October 2015

While volatility in credit markets may not yet be over, we believe now is the time to look for new high-yield and bank loan investment opportunities.


July 15, 2015

High-Yield and Bank Loan Outlook – July 2015

The energy sector represents an attractive opportunity to invest in high yielding securities, but investors must consider the sector specific first- and second-order effects of depressed energy prices.







© 2019 Guggenheim Partners, LLC. All rights reserved. Guggenheim, Guggenheim Partners and Innovative Solutions. Enduring Values. are registered trademarks of Guggenheim Capital, LLC.