August 15, 2018 | By Brian Smedley, Head of Macroeconomic and Investment Research
Part 1: Credit Cycle Downturn
Part 2: Crowding Out
Part 3: Oil and Geopolitical Risk
Part 5: Navigating Your Portfolio
10 charts illustrate the macroeconomic trends we believe are most likely to shape the investment environment in 2023.
Move up in quality ahead of any recession-driven market volatility.
Recent data is moving in the Fed’s desired direction.
VIDEOS & PODCASTS
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.
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.
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