Ten charts illustrate the macroeconomic trends most likely to shape Fed policy and investment performance in 2020 and beyond.
Ultimately, investors will awaken to the rising tide of defaults and downgrades.
In all likelihood, the Fed has successfully staved off recession, but current spreads reflect just how little upside there is in credit.
To achieve long-term prosperity, rational immigration policy must become a priority.
Much Progress, More Wood to Chop
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.
History shows that once our recession forecast model reaches current levels, aggressive policy can delay recession, but not avoid it.
VIDEO
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.
Watch Video
Brian Smedley, Head of the Macroeconomic and Investment Research Group, and Portfolio Manager Adam Bloch share insights from the fourth quarter 2019 Fixed-Income Outlook.
Selected charts from our Fourth Quarter Fixed-Income Outlook illustrate the risk and reward of “mid-cycle” rate cuts.
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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