An uptick in corporate defaults in 2019 will mark the beginning of a prolonged period of stress in the corporate bond market.
Ten charts illustrate the macroeconomic trends most likely to shape Fed policy and investment performance in 2019 and beyond.
What would be a normal seasonal correction is turning into the worst December selloff in equities since the Great Depression.
Fixed-Income Outlook: Preparing for the market turbulence that typically occurs in the run up to a recession.
Our Recession Probability Model and Recession Dashboard continue to suggest a recession is likely to begin in early 2020. Investors ignore the yield curve’s signal at their peril.
To achieve long-term prosperity, rational immigration policy must become a priority.
If you want to see who the real victims of tariffs are, go look in the mirror.
Shortening duration, maintaining an investment-grade portfolio, and generating attractive yields do not have to be competing investment objectives for core fixed-income investors.
Preparing for the market turbulence that typically occurs in the run up to a recession.
Prepare for when the effects of fiscal stimulus begin to wear off and monetary policy keeps getting more restrictive.
VIDEO
Global CIO Scott Minerd and Head of Macroeconomic and Investment Research Brian Smedley provide context and commentary to complement our recent publication, “Forecasting the Next Recession.”
Watch Video
Portfolio Manager Steve Brown and Macroeconomic and Investment Research Group Director Matt Bush share insights from the fourth quarter 2018 Fixed-Income Outlook.
Selected charts from our Fourth Quarter Fixed-Income Outlook illustrate why we believe it is time to start jogging to the exits.
A framework for transitioning sustainable investing to an institutional asset class.
Finding value in complexity: The structure, risks, and investor-friendly features of asset-backed securities.
Explaining the structure and investor-friendly features of collateralized loan obligations (CLOs), an often misunderstood sector of structured credit.
Follow Scott Minerd Follow GuggenheimPtnrs
You are now leaving this website.Guggenheim assumes no responsibility of the content or its accuracy.
© 2019 Guggenheim Partners, LLC. All rights reserved. Guggenheim, Guggenheim Partners and Innovative Solutions. Enduring Values. are registered trademarks of Guggenheim Capital, LLC.