August 15, 2018 | By Brian Smedley, Head of Macroeconomic and Investment Research
Part 1: Credit Cycle Downturn
Part 3: Oil and Geopolitical Risk
Part 4: The Pig in the Python
Part 5: Navigating Your Portfolio
FEATURED PERSPECTIVES
The stress in this credit cycle is driven by unforgiving high interest rates.
Market and value updates by sector.
October jobs data suggests a cooling labor market.
VIDEOS & PODCASTS
Scott Minerd, Chairman of Investments and Guggenheim Partners Global CIO, joins Bloomberg TV on Fed Day to discuss the Federal Reserve’s largest rate hike since 1994.
Anne Walsh, Chief Investment Officer for Fixed Income, on the economic and credit cycle, and on risk and opportunity across the fixed-income landscape.
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