CNBC: The Bond Trade

Scott Minerd, Chairman of Investments and Global CIO of Guggenheim Partners, explains how—and when—the Federal Reserve is likely to raise rates.

May 14, 2015

  CNBC: We Could See US Treasurys in 10 Years at 1%25

Watch this video on CNBC

 

Important Notices and Disclosures

The views and strategies described herein may not be suitable for all investors. Past performance does not guarantee future returns. The value of any investment may rise or fall over time. Investing involves risk, including the loss of principal. The content of this video is for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. The material should not be considered research nor is it intended to provide a sufficient basis on which to make an investment decision. Any opinions contained herein are not necessarily those of Guggenheim Partners, LLC or its subsidiaries and are subject to change without notice. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and nonproprietary research and other sources. This material has been provided by Guggenheim Investments which represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Real Estate, LLC, Transparent Value Advisors, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited and Guggenheim Partners India Management.


FEATURED PERSPECTIVES

10 Macroeconomic Themes for 2023 - Featured Perspectives
January 27, 2023

10 Macroeconomic Themes for 2023

10 charts illustrate the macroeconomic trends we believe are most likely to shape the investment environment in 2023.

2023 Credit Outlook and Lessons Learned from a Tough Year - Featured Perspectives
January 20, 2023

2023 Credit Outlook and Lessons Learned from a Tough Year

Move up in quality ahead of any recession-driven market volatility.

Inflation Release Adds to Good News for the Fed…and Bonds - Featured Perspectives
January 12, 2023

Inflation Release Adds to Good News for the Fed…and Bonds

Recent data is moving in the Fed’s desired direction.


VIDEOS & PODCASTS

2022’s Upside: The Fed Has Put the Income Back in Fixed Income 

2022’s Upside: The Fed Has Put the Income Back in Fixed Income

Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joined Asset TV to discuss macroeconomic conditions, risk, and relative value in the bond market.

Macro Markets Podcast 

Macro Markets Podcast Episode 26: Mortgage-Backed Securities, Structured Credit, Market Liquidity

Karthik Narayanan, Head of Securitized for Guggenheim Investments, discusses value in the residential mortgage-backed securities market and other ABS sectors. Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, answers a listener question on liquidity. Jerry Cai, an economist in our Macroeconomic and Investment Research Group, brings the latest on the labor picture and an update on China.