Portfolio Strategy    |   June 01, 2023   

Fixed Income Is Now a Buyer’s Market

Improved value proposition in credit.


Sector Views    |   May 16, 2023   

Second Quarter 2023 Fixed-Income Sector Views

Opportunity in fixed income rises with uncertainty.


Sector Views    |   April 18, 2023    |   High-Yield and Bank Loan Outlook

The Pre-Recession Playbook for Up in Quality

An opportunity for active management.


Macroeconomic Research    |   March 20, 2023   

A Not-So-Funny Thing Happened on the Way to the Terminal Rate

The Fed’s next move and beyond.


Portfolio Strategy    |   March 13, 2023   

Silicon Valley Bank Replays the Ugly Consequences of Disintermediation

Assessing ongoing risks related to the SVB collapse.


VIDEO AND PODCASTS

2022’s Upside: The Fed Has Put the Income Back in Fixed Income

2022’s Upside: The Fed Has Put the Income Back in Fixed Income

Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joined Asset TV to discuss macroeconomic conditions, risk, and relative value in the bond market.

Watch Video

Macro Markets Podcast

Adam Bloch, Portfolio Manager for Guggenheim Investments, checks in with Macro Markets to discuss opportunities, tactics, and strategy in today’s uncertain economic and market environment.

Listen Now


10 Macroeconomic Themes for 2023 - Image Thumbnail
January 27, 2023

10 Macroeconomic Themes for 2023

10 charts illustrate the macroeconomic trends we believe are most likely to shape the investment environment in 2023.

Inflation Release Adds to Good News for the Fed…and Bonds - Image Thumbnail
January 12, 2023

Inflation Release Adds to Good News for the Fed…and Bonds

Recent data is moving in the Fed’s desired direction.



Portfolio Strategy    |   May 18, 2023   

Solving the Core Fixed-Income Conundrum

An active, diversified, multi-sector approach to meeting the total return objectives of core fixed-income management without taking on undue risk.


Portfolio Strategy    |   April 03, 2023   

The ABCs of Asset-Backed Securities (ABS)

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


Portfolio Strategy    |   March 08, 2023   

The Science and Art of Risk Management: Liquidity Risk

Good risk management leads to good decision making.