The consequences of policymakers returning to the same tools employed in the financial crisis.
Markets often overshoot, and just because things are cheap doesn’t mean they can’t get cheaper.
Without the right programs, this shortfall in credit availability will increase and it will further deepen the crisis.
The market is waking up to not just the viral contagion of coronavirus, but also to financial, economic, and geopolitical contagion.
The coronavirus is a looming economic problem.
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.
Funding and trading markets are not functioning well due to excessive leverage needing to be unwound in the financial system.
Portfolio positioning with coronavirus on the brink of pandemic.
Rising global temperatures and water levels are affecting markets and economies, with more trouble ahead. Insurers need to plan for it now.
Loans present an opportunity to move up the capital structure with better spreads and yields than high-yield corporate bonds.
Realistic practical solutions must become the primary focus of climate change debate.
History shows that once our recession forecast model reaches current levels, aggressive policy can delay recession, but not avoid it.
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.
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.
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.
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