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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.



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.


February 22, 2024

High-Yield Corporate Bonds: Default Rates Should Remain Stable, if Slightly Elevated, in 2024

Expect more downgrades, but default rates should remain manageable.


February 22, 2024

Bank Loans: Fed Easing Cycle Could Support Loan Issuer Fundamentals

We expect bank loan coupons will continue to look attractive to investors.


February 22, 2024

Municipal Bonds: Ongoing Rally in Munis

Attractive performance but supply is slim.


February 22, 2024

Asset-Backed Securities and CLOs: Focusing on Quality

Experienced managers and high-quality collateral are key.

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