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Macroeconomic Research    |   September 27, 2017

Stocks for the Long Run? Not Now

Based on today’s relatively rich valuations, U.S. equity investors are likely to be disappointed after the next 10 years.


Global CIO Outlook    |   December 17, 2015

What the Fed's Rate Hike Means for Investors

Historically, both equities and fixed income have performed solidly in the initial years of Fed tightening cycles.


Global CIO Outlook    |   November 23, 2015

Happy Holidays for Risk Assets

Risk assets—particularly high-yield bonds and bank loans—are well positioned to enjoy a prosperous road ahead.


Global CIO Outlook    |   March 12, 2015

This Too Shall Pass

Behavioral finance reminds us that ignoring daily volatility roiling the market is wise. Instead, investors should focus on the positive, fundamental outlook for equities and fixed income.


Global CIO Outlook    |   February 26, 2015

Rate Hike Rally

The lead-up to the first rate hike by the Federal Reserve is historically a favorable environment for U.S. equities and credit.


Global CIO Outlook    |   January 30, 2015

Good Company, Bad Stock

The U.S. economy is strong relative to other countries, but its equity valuations mean less upside potential for long-term investors than other areas of the world.


Global CIO Outlook    |   January 09, 2015

Supply Shock and Awe

If the mid-80s’ supply-driven oil crisis is a guide, we should expect further declines and a prolonged period where oil prices remain depressed.


Global CIO Outlook    |   September 03, 2014

Central Banks Pump Up the Volume

Aggressive central bank accommodation from Europe to Japan and a dovish Federal Reserve bode well for equities and bond prices.


Global CIO Outlook    |   August 07, 2014

Investor or Speculator?

The recent selloff in U.S. stocks is healthy and could set markets up to reach new highs by year end. Long- term investors should not fall victim to panic and sell.


Global CIO Outlook    |   July 09, 2014

Guarding Against Complacency

Investors should expect a quiet summer with markets rolling along, but with valuations becoming frothy now is a time to consider greater exposure to assets with higher credit quality.



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