Karthik Narayanan, Head of Securitized for Guggenheim Investments, gives a master class in structured credit, including where he is finding attractive absolute and relative value in mortgage-backed securities, asset-backed securities, and collateralized loan obligations. U.S. Economist Matt Bush discusses recent economic data and the Federal Reserve’s inflation fighting strategy. (Structured credit is complex and may not be suitable for all investors.)
The Fed’s next move and beyond.
10 charts illustrate the macroeconomic trends we believe are most likely to shape the investment environment in 2023.
Recent data is moving in the Fed’s desired direction.
October jobs data suggests a cooling labor market.
Weakening jobs picture will signal that Fed tightening is working as intended.
Deeper losses for equities may lay ahead.
Lower July CPI inflation is likely the beginning of a trend.
The latest data suggest that we may already be in a recession.
The risks of tightening into a downturn.
Comparing pre-recession performance of multiple asset classes.
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