Sector Views    |   August 19, 2020    |   High-Yield and Bank Loan Outlook

The Impact of the Fed’s Corporate Credit Facilities

As a result of the Federal Reserve’s efforts to shore up credit markets, the leveraged credit sector has delivered stellar performance since the lows in March.


Global CIO Outlook    |   August 06, 2020   

Give Trump His Payroll Tax Cut. It’s Good for America

The right payroll tax holiday would free up funds for Congress to increase stimulus.


Global CIO Outlook    |   July 29, 2020   

China Matters More Than Ever

Cooperation and understanding between China and United States is vital as global economic and environmental challenges mount.


Global CIO Outlook    |   July 27, 2020   

A Payroll Tax Holiday Will Put the U.S. Back to Work

The pandemic creates a good opportunity to make Social Security more sustainable.


Global CIO Outlook    |   June 08, 2020   

The Fed’s Roadmap

The Fed has increasingly unorthodox policy options if the economy remains mired in a protracted downturn.


Global CIO Outlook    |   May 10, 2020   

We Are All Government-Sponsored Enterprises Now

The support to corporate America during this economic shutdown risks the creation of a new moral obligation for the U.S. government.


Global CIO Outlook    |   March 27, 2020   

The Faustian Bargain

The consequences of policymakers returning to the same tools employed in the financial crisis.


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

Macro Themes for 2020

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.

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10 Macro Themes to Watch in 2020 - Image Thumbnail
January 22, 2020

10 Macro Themes to Watch in 2020

Ten charts illustrate the macroeconomic trends most likely to shape Fed policy and investment performance in 2020 and beyond.

Forecasting the Next Recession: Will Rate Cuts Be Enough? - Image Thumbnail
September 17, 2019

Forecasting the Next Recession: Will Rate Cuts Be Enough?

History shows that once our recession forecast model reaches current levels, aggressive policy can delay recession, but not avoid it.



Portfolio Strategy    |   December 12, 2019   

The Transition Away from Libor

Much Progress, More Wood to Chop


Portfolio Strategy    |   November 08, 2019   

The Science and Art of Risk Management: Liquidity Risk

Good risk management leads to good decision making.


Portfolio Strategy    |   November 04, 2019   

The Risk Mitigation Advantage in Active Fixed-Income Management

Why active has the potential to outperform passive in fixed income.




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