U.S. Economist Matt Bush, Investment Strategist Maria Giraldo, Investment Strategist Chris Squillante, and Economist Jerry Cai join Macro Markets to discuss the latest Quarterly Macro Themes, which takes a deep dive into issues helping shape our baseline economic views.
Jenny Marler, Head of Guggenheim Real Estate, provides insight into the $21 trillion commercial real estate market, especially the office sector, as well as where she is seeing value.
Anne Walsh, Chief Investment Officer of Guggenheim Partners Investment Management, joins Bloomberg TV to discuss the latest inflation data, the economic cycle, and portfolio positioning.
U.S. Economist Matt Bush and Portfolio Manager Evan Serdensky share the updated outlook following recent economic data. They discuss the likelihood of a soft landing, the possible path of monetary policy, and investment strategy.
Karthik Narayanan, Head of Structured Credit for Guggenheim Investments, and Tom Nash, a director on our Commercial Mortgage-Backed Securities (CMBS) sector team, join Macro Markets to discuss drivers of performance, current conditions in real estate, and where they are finding value in CMBS and in other types of structured credit.
Anne Walsh, CIO of Guggenheim Partners Investment Management, joins CNBC to discuss the market implications of the Federal Reserve’s ongoing inflation battle.
On June 1, Executive Chairman of Guggenheim Partners and Co-Chairman of Guggenheim Securities Alan Schwartz accepted the Navy SEAL Foundation Patriot Award on behalf of Guggenheim and shared remarks about the importance of supporting veterans and service member of the U.S. Armed Forces.
Matt Bush, U.S. Economist, Maria Giraldo, Investment Strategist, and Paul Dozier, Economist, join Macro Markets to discuss the first issue of our newest Thought Leadership publication, Quarterly Macro Themes. We also answer listener mail.
Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joins Bloomberg TV to discuss fixed-income market opportunities, managing climate change risk, and the Fed’s path forward.
Anne Walsh, CIO for Guggenheim Partners Investment Management, discusses drivers of returns going forward. She also offers advice to young women looking to make a career in asset management.
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