Portfolio Strategy    |   February 15, 2017

Fixed-Income Outlook: Assessing Value in a Faith-Based Rally

Our first quarter 2017 report reflects expectations for strong risk-asset performance as President Trump’s economic agenda takes shape.


Macroeconomic Research    |   January 23, 2017

10 Macro Themes to Watch in 2017

Ten charts illustrate the global macroeconomic trends most likely to shape the investment environment in 2017 and beyond.


Sector Views    |   January 13, 2017

High-Yield and Bank Loan Outlook: Focus on Floating Rate

Conditions bode well for credit, but a more aggressive Fed and geopolitics could bring volatility.


Portfolio Strategy    |   January 09, 2017

The ABCs of Asset-Backed Securities

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


Global CIO Outlook    |   December 26, 2016

A Contrarian’s View on Inflation Fears

Longer-term bond yields are near their highs for this cycle, while the environment for riskier assets like high-yield bonds, bank loans and stocks remains positive.


VIDEO

Long-Term Macroeconomic Outlook

Long-Term Macroeconomic Outlook

Scott Minerd, Global Chief Investment Officer, sheds light on U.S. economic strength, headwinds for the EU, and which emerging markets look attractive for long-term investors.

Watch Video

Strategies for a Low-Yield Environment

Strategies for a Low-Yield Environment

Scott Minerd and Anne Walsh, Assistant Chief Investment Officer, Fixed Income, share insights on investing in unprecedented market conditions.

Watch Video


February 15, 2017

Fixed-Income Outlook Chart Highlights: Q1 2017

Selected charts from our First Quarter 2017 Fixed-Income Outlook reflect market conditions as the Fed’s path and President Trump’s policy agenda come into focus.

February 15, 2017

Factoring in Late-Cycle Fiscal Stimulus

The Fed will likely need to hike rates at a faster pace than the markets are pricing in.



Global CIO Outlook    |   May 20, 2016

Sustainable Development: The Future of Investing

Smart, strategic investments in sustainable development today can deliver strong, stable returns, and make the world a better place.


Portfolio Strategy    |   July 21, 2015

The Core Conundrum

The deepening chasm between investors’ return targets and current market realities is creating a conundrum for core fixed-income investors.




© 2017 Guggenheim Partners, LLC. All rights reserved. Guggenheim, Guggenheim Partners and Innovative Solutions. Enduring Values. are registered trademarks of Guggenheim Capital, LLC.