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Sector Views

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



November 19, 2024

Fourth Quarter 2024 Fixed-Income Sector Views

A good time for active fixed-income management.


October 10, 2024 | High Yield and Bank Loan Outlook

Fed Rate Cuts Are Positive for Leveraged Credit (With a Few Caveats)

Effects of rate cuts on high yield bonds may be mixed.


August 20, 2024

Third Quarter 2024 Fixed-Income Sector Views

Preparing for Expected Rate Cuts


July 29, 2024 | High Yield and Bank Loan Outlook

Lessons from the Distress Ratio: Stay Constructive on Higher Quality High Yield and Bank Loans

Relatively low distress ratios suggest manageable default rates down the road.


May 29, 2024

Second Quarter 2024 Fixed-Income Sector Views

Balancing attractive yields and tight spreads.


May 23, 2024

Corporate Credit Quarterly Insights - May 2024

Market and portfolio update from our Corporate Credit team.


May 02, 2024 | High Yield and Bank Loan Outlook

Investor’s Guide to Default and Recovery Dynamics

A time for nimble credit selection.


February 22, 2024

First Quarter 2024 Fixed-Income Sector Views

Investing as the Fed prepares to cut rates.


February 22, 2024

Rates: Positioning for Fed Easing

A dovish Fed and elevated real yields signal opportunity in inflation-protected Treasurys.


February 22, 2024

Investment-Grade Corporate Bonds: Keeping an Eye on Technicals…and Fundamentals

Yields look attractive, despite tight spreads.

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Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, and GS GAMMA Advisors, LLC.