Portfolio Strategy    |   August 22, 2019    |   Fixed-Income Outlook

Looking Past the Liquidity-Driven Rally

Credit spreads could get tighter in this liquidity-driven rally, but history has shown that the potential for widening from here is much greater.


Global CIO Outlook    |   July 29, 2019   

The Fed's Sugar High

Rational immigration policy, not rate cuts, is the way to avoid recession.


Sector Views    |   July 17, 2019    |   High-Yield and Bank Loan Outlook

High-Yield Credit in a Fed Easing Cycle

High-yield corporate bond spreads and bank loan discount margins typically widen when the Fed is lowering interest rates.


Global CIO Outlook    |   May 23, 2019   

U.S.-China Trade War: The New Long March

Beijing is preparing for a protracted standoff as the U.S.-China trade war ramps up.


Macroeconomic Research    |   April 09, 2019   

Forecasting the Next Recession: How Severe Will the Next Recession Be?

Our Recession Probability Model and Recession Dashboard suggest the recession could come as early as first half of 2020 but may not be as severe as past recessions.


Global CIO Outlook    |   July 30, 2018   

Welcome, Immigrants. The U.S. Really Needs You

To achieve long-term prosperity, rational immigration policy must become a priority.


VIDEO

Solving the Core Fixed-Income Conundrum

Solving the Core Fixed-Income Conundrum

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.

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Fixed-Income Outlook

Third Quarter 2019 Fixed-Income Outlook

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.

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Fed Cuts Rates as Downside Risks Build - Image Thumbnail
August 22, 2019

Fed Cuts Rates as Downside Risks Build

The U.S. economy is strong, but soft inflation and downside risks to growth prompted the first Fed rate cut since 2008.

Fixed-Income Outlook Chart Highlights: Q2 2019 - Image Thumbnail
June 17, 2019

Fixed-Income Outlook Chart Highlights: Q2 2019

Selected charts from our First Quarter Fixed-Income Outlook illustrate why we believe late-cycle drama is unfolding.



Portfolio Strategy    |   May 01, 2019   

Understanding Collateralized Loan Obligations (CLOs)

Explaining the structure and investor-friendly features of collateralized loan obligations (CLOs), an often misunderstood sector of structured credit.


Portfolio Strategy    |   July 09, 2018   

Solving the Core Fixed-Income Conundrum

Shortening duration, maintaining an investment-grade portfolio, and generating attractive yields do not have to be competing investment objectives for core fixed-income investors.


Global CIO Outlook    |   April 26, 2018   

Seeking a Return on Sustainable Development

A framework for transitioning sustainable investing to an institutional asset class.




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