The Federal Reserve’s policy pivot has supported a rally in most credit sectors, but investors should worry about late cycle excesses.
Beijing is preparing for a protracted standoff as the U.S.-China trade war ramps up.
Signs of economic strength suggest the market is wrong to price in a rate cut.
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.
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.
To achieve long-term prosperity, rational immigration policy must become a priority.
Shortening duration, maintaining an investment-grade portfolio, and generating attractive yields do not have to be competing investment objectives for core fixed-income investors.
After the recession starts, high-yield bond and bank loan issuers have at least a 12-month runway before we experience a large wave of defaults.
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
Portfolio Manager Steve Brown and Head of Macroeconomic and Investment Research Group Brian Smedley share insights from the second quarter 2019 Fixed-Income Outlook.
Selected charts from our First Quarter Fixed-Income Outlook illustrate why we believe late-cycle drama is unfolding.
Ten charts illustrate the macroeconomic trends most likely to shape Fed policy and investment performance in 2019 and beyond.
Explaining the structure and investor-friendly features of collateralized loan obligations (CLOs), an often misunderstood sector of structured credit.
A framework for transitioning sustainable investing to an institutional asset class.
Finding value in complexity: The structure, risks, and investor-friendly features of asset-backed securities.
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