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.


Portfolio Strategy    |   March 07, 2019    |   Fixed-Income Outlook

Late-Cycle Drama Is Unfolding

Risk assets will likely enjoy another rally while the Fed stays on hold, but the pause will only allow excesses to become more pronounced.


Global CIO Outlook    |   January 24, 2019   

Amber Lights Flash at Davos

Should the mood this year at Davos prove once again to be a contra-indicator, this may be the signal that the economy is likely to re-accelerate soon and that the party in risk assets continues.


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.


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.


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

First Quarter 2019 Fixed-Income Outlook

Portfolio Manager Adam Bloch and Macroeconomic and Investment Research Group Director Matt Bush share insights from the first quarter 2019 Fixed-Income Outlook.

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Fixed-Income Outlook Chart Highlights: Q1 2019 - Image Thumbnail
March 07, 2019

Fixed-Income Outlook Chart Highlights: Q1 2019

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

10 Macro Themes to Watch in 2019 - Image Thumbnail
January 16, 2019

10 Macro Themes to Watch in 2019

Ten charts illustrate the macroeconomic trends most likely to shape Fed policy and investment performance in 2019 and beyond.



Global CIO Outlook    |   April 26, 2018   

Seeking a Return on Sustainable Development

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


Portfolio Strategy    |   August 08, 2017   

The ABCs of Asset-Backed Securities (ABS)

Finding value in complexity: The structure, risks, and investor-friendly features of asset-backed securities.


Portfolio Strategy    |   April 05, 2017   

Understanding Collateralized Loan Obligations (CLOs)

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




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