Sector Views

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


 


May 13, 2021 | High-Yield and Bank Loan Outlook

In the Recovery Phase of the Credit Cycle

Strong earnings growth, low default volumes, upward rating migration, and tighter spreads in the recovery phase of the credit cycle.


February 25, 2021 | High-Yield and Bank Loan Outlook

A Ripe Environment for Strong Credit Performance

Our positive 2021 economic outlook, combined with better-than-expected company fundamentals, supports strong credit performance and spreads.