Anne Walsh, Chief Investment Officer for Fixed Income, on the economic and credit cycle, and on risk and opportunity across the fixed-income landscape.
Markets will be grappling with a tightening labor market, rising inflation, and, not least, a new administration.
U.S. economic growth was below trend in the first quarter, but our second-quarter Macroeconomic Outlook calls for a rebound in the second half of 2016.
Scott Minerd, Chairman of Investments and Global CIO, analyzes in 10 charts global macroeconomic trends most likely to shape the investment environment.
Guggenheim Investments’ Macroeconomic and Investment Research team believes that as the massive El Niño weather pattern gains strength, it should become a boon to the U.S. economy, potentially adding 1.5 percent to U.S. gross domestic product (GDP) in the first quarter.
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