/perspectives/sector-views

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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