Macro Markets Podcast Episode 11: The ABCs of ABS

Karthik Narayanan, Head of the Structured Credit group for Guggenheim Investments, and Jared Drucker, a Director and senior member of the group, join Head of Thought Leadership Jay Diamond for a timely discussion of ABS, MBS, and CLOs, how the market has been responding to rapidly changing market conditions, and where they are finding value now. Matt Bush, US Economist for Guggenheim Investments, looks under the hood of the latest CPI release and shares his take on the Minutes from the March FOMC meeting.

April 14, 2022

 

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FEATURED PERSPECTIVES

Third Quarter 2023 Quarterly Macro Themes - Featured Perspectives
September 15, 2023

Third Quarter 2023 Quarterly Macro Themes

Research spotlight on what’s next.

Corporate Credit Quarterly Insights - August 2023 - Featured Perspectives
August 22, 2023

Corporate Credit Quarterly Insights - August 2023

Market and portfolio update from our Corporate Credit team

Third Quarter 2023 Fixed-Income Sector Views - Featured Perspectives
August 21, 2023

Third Quarter 2023 Fixed-Income Sector Views

Technical tailwinds support the market.


VIDEOS & PODCASTS

Are Fixed-Income Investors Being Compensated for the Risks They Are Taking?
 

Are Fixed-Income Investors Being Compensated for the Risks They Are Taking

Maria Giraldo, Investment Strategist for Guggenheim Investments, joins Asset TV’s Fixed Income Masterclass.

Macro Markets Podcast 

Macro Markets Podcast Episode 41: Quarterly Macro Themes for Q3 2023

U.S. Economist Matt Bush, Investment Strategist Maria Giraldo, Investment Strategist Chris Squillante, and Economist Jerry Cai join Macro Markets to discuss the latest Quarterly Macro Themes, which takes a deep dive into issues helping shape our baseline economic views.