Hazards of the Next Two Years

In this five-part video series, Brian Smedley, Head of Macroeconomic and Investment Research, discusses on Asset TV how investors can navigate a broad range of market risks as we approach the end of the current business cycle.

August 15, 2018   |    By Brian Smedley, Head of Macroeconomic and Investment Research

 

 


FEATURED PERSPECTIVES

High-Yield Credit in a Fed Easing Cycle - Featured Perspectives
July 17, 2019

High-Yield Credit in a Fed Easing Cycle

High-yield corporate bond spreads and bank loan discount margins typically widen when the Fed is lowering interest rates.

Managing While Risk Premia Shrink - Featured Perspectives
June 17, 2019

Managing While Risk Premia Shrink

The Federal Reserve’s policy pivot has supported a rally in most credit sectors, but investors should worry about late cycle excesses.

U.S.-China Trade War: The New Long March - Featured Perspectives
May 23, 2019

U.S.-China Trade War: The New Long March

Beijing is preparing for a protracted standoff as the U.S.-China trade war ramps up.


VIDEO

Fixed-Income Outlook 

First Quarter 2019 Fixed-Income Outlook

Portfolio Manager Adam Bloch and Macroeconomic and Investment Research Group Director Matt Bush share insights from the first quarter 2019 Fixed-Income Outlook.

Solving the Core Fixed-Income Conundrum 

Solving the Core Fixed-Income Conundrum

Anne Walsh, Chief Investment Officer for Fixed Income, shares insights on the fixed-income market and explains the Guggenheim approach to solving the Core Conundrum.







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