History shows that once our recession forecast model reaches current levels, aggressive policy can delay recession, but not avoid it.
Credit spreads could get tighter in this liquidity-driven rally, but history has shown that the potential for widening from here is much greater.
Rational immigration policy, not rate cuts, is the way to avoid recession.
Beijing is preparing for a protracted standoff as the U.S.-China trade war ramps up.
To achieve long-term prosperity, rational immigration policy must become a priority.
Good risk management leads to good decision making.
Why active has the potential to outperform passive in fixed income.
Lower-quality credit spreads have more potential to widen than tighten.
Anne Walsh, Chief Investment Officer for Fixed Income, shares insights on the fixed-income market and explains the Guggenheim approach to solving the Core Conundrum.
Portfolio Manager Adam Bloch and Matt Bush, a Director in the Macroeconomic and Investment Research Group, share insights from the third quarter 2019 Fixed-Income Outlook.
Selected charts from our Third Quarter Fixed-Income Outlook illustrate why we do not think the current rally in risk assets is sustainable.
The U.S. economy is strong, but soft inflation and downside risks to growth prompted the first Fed rate cut since 2008.
Explaining the structure and investor-friendly features of collateralized loan obligations (CLOs), an often misunderstood sector of structured credit.
Shortening duration, maintaining an investment-grade portfolio, and generating attractive yields do not have to be competing investment objectives for core fixed-income investors.
A framework for transitioning sustainable investing to an institutional asset class.
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