Sector Views

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


 


February 17, 2017

Strong Demand, Short Supply

Remain vigilant on property valuations.


February 17, 2017

Foreign Demand Remains Strong

The flow of funds from foreign sources into U.S. real estate will be important in 2017.


February 17, 2017

Priced for a Fundamental Recovery

We are constructive on high yield but keeping an eye out for signs of an over-extended rally.


February 17, 2017

Caution as Spreads Grind Tighter

Yields look attractive compared to six months ago, but spreads have discounted the potential for pro-growth fiscal policies.


February 17, 2017

All Eyes on Washington

Policy changes, including tax reform and deregulation, create opportunity and uncertainty.


February 17, 2017

Careful Search for Value

Tight spreads necessitate caution, but improving credit fundamentals beget opportunities.


February 17, 2017

Rates Reflect Market Optimism

The recent rise in Treasury yields reflect a very optimistic “if” scenario based on the incoming administration’s anticipated policies.


January 13, 2017

High-Yield and Bank Loan Outlook: Focus on Floating Rate

Conditions bode well for credit, but a more aggressive Fed and geopolitics could bring volatility.


December 15, 2016

Refi Surge Calls for Selective Buying

Direct lenders and middle market credit platforms will drive middle market CLO issuance.


December 15, 2016

Focus on Longer Duration

The widely feared refinancing wave failed to materialize, but Fed timing remains a risk.







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