Hazards of the Next Two Years Part 1: Credit Cycle Downturn

The markets will be tested by the reaction of passive investors when Fed tightening leads to a credit downturn.

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


FEATURED PERSPECTIVES

The Fed’s Roadmap - Featured Perspectives
June 08, 2020

The Fed’s Roadmap

The Fed has increasingly unorthodox policy options if the economy remains mired in a protracted downturn.

Reaching the End of the Runway - Featured Perspectives
May 20, 2020

Reaching the End of the Runway

While the U.S. speculative-grade default rate could reach 15 percent in this cycle, the market is offering better entry points than seen in years.

We Are All Government-Sponsored Enterprises Now - Featured Perspectives
May 10, 2020

We Are All Government-Sponsored Enterprises Now

The support to corporate America during this economic shutdown risks the creation of a new moral obligation for the U.S. government.


VIDEO

Fixed-Income Outlook 

Fourth Quarter 2019 Fixed-Income Outlook

Brian Smedley, Head of the Macroeconomic and Investment Research Group, and Portfolio Manager Adam Bloch share insights from the fourth 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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