First Quarter 2022 Market Outlook

• We see growth remaining above potential in 2022.
• The inflation focus has shifted to accelerating wage growth and housing inflation.
• We expect the Federal Reserve to deliver at least four rate hikes in 2022 beginning in March.
• Structured credit offers value, including certain CLO tranches, commercial ABS, and residential and commercial real estate.
• Bank loans look undervalued versus many other fixed-income sectors.

Listen Now to Macro Markets Podcast: Episode #8. Anne Walsh, CIO for Fixed Income, discusses risk and opportunity with the unfolding war in Ukraine, the Fed’s shift towards tighter monetary policy, and increasing market volatility.

VIDEOS & PODCASTS

 

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.

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

 

Macro Markets Podcast Episode 33: Fixed-Income Opportunity Now and Down the Road

Adam Bloch, Portfolio Manager for Guggenheim Investments, checks in with Macro Markets to discuss opportunities, tactics, and strategy in today’s uncertain economic and market environment.

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Macro Markets Podcast Episode 33