January 22, 2020
Scott Minerd, Chairman of Investments and Global CIO, and Guggenheim’s Macroeconomic and Investment Research Group analyze the 10 macroeconomic trends likely to shape monetary policy and investment performance this year.
Among our major themes:
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While the U.S. speculative-grade default rate could reach 15 percent in this cycle, the market is offering better entry points than seen in years.
The support to corporate America during this economic shutdown risks the creation of a new moral obligation for the U.S. government.
The unintended consequences and moral hazard of insufficient and misdirected policies.
Brian Smedley, Head of the Macroeconomic and Investment Research Group, and Portfolio Manager Adam Bloch share insights from the fourth quarter 2019 Fixed-Income Outlook.
Brian Smedley, Head of Macroeconomic and Investment Research, discusses major trends likely to shape markets this year.
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