Fixed-Income Outlook Chart Highlights: Q3 2017

Selected charts from our Third Quarter Fixed-Income Outlook illustrate the case for reducing exposure to credit risk and spread duration.

August 16, 2017

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This document is distributed for informational purposes only and should not be considered as investing advice or a recommendation of any particular security, strategy or investment product. This article contains opinions of the author but not necessarily those of Guggenheim Partners or its subsidiaries. The author's opinions are subject to change without notice. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. No part of this article may be reproduced in any form, or referred to in any other publication, without express written permission of Guggenheim Partners, LLC.


FEATURED PERSPECTIVES

Not Too Soon to Think About Defaults and Recovery Rates - Featured Perspectives
April 12, 2018

Not Too Soon to Think About Defaults and Recovery Rates

Benign conditions support near term value in credit, but default rates will rise as the Fed tightens further and corporate debt levels continue to grow.

When Fiscal and Monetary Policy Collide - Featured Perspectives
March 26, 2018

When Fiscal and Monetary Policy Collide

Prepare for when the effects of fiscal stimulus begin to wear off and monetary policy keeps getting more restrictive.

Fixed-Income Outlook: Walking the Risk Tightrope - Featured Perspectives
February 21, 2018

Fixed-Income Outlook: Walking the Risk Tightrope

Current conditions could persist for some time, but with a possible recession approximately two years away, the time for caution is approaching.


VIDEO

Forecating the Next Recession 

Forecating the Next Recession

Global CIO Scott Minerd and Head of Macroeconomic and Investment Research Brian Smedley provide context and commentary to complement our recent publication, “Forecasting the Next Recession.”

Macro Themes to Watch in 2018 

Macro Themes to Watch in 2018

In his market outlook, Global CIO Scott Minerd discusses the challenges of managing in a market melt up and highlights several charts from his recent piece, “10 Macro Themes to Watch in 2018.”







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