Macro Markets Podcast Episode 10: The Case for Bonds Now

Steve Brown, Assistant Chief Investment Officer for Guggenheim Investments, discusses first quarter market volatility, portfolio management decision making, and the case for bonds now. Also featuring Aditya Agrawal, Head of the Agency MBS Sector Team, and Jerry Cai, a Vice President in the Macroeconomic and Investment Research Group.

March 31, 2022

 

Subscribe to Macro Markets Podcast

Quickly and easily listen and subscribe to Guggenheim Macro Markets in your podcast app of choice

 


FEATURED PERSPECTIVES

Fixed Income Is Now a Buyer’s Market - Featured Perspectives
June 01, 2023

Fixed Income Is Now a Buyer’s Market

Improved value proposition in credit.

Second Quarter 2023 Fixed-Income Sector Views - Featured Perspectives
May 16, 2023

Second Quarter 2023 Fixed-Income Sector Views

Opportunity in fixed income rises with uncertainty.

The Pre-Recession Playbook for Up in Quality - Featured Perspectives
April 18, 2023

The Pre-Recession Playbook for Up in Quality

An opportunity for active management.


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 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.