Macro Markets Podcast Episode 15: Mid-Term Election Markets, Currencies, the Neutral Rate

Paul Dozier on how stocks have performed in midterm election years, and head of foreign exchange Cameron Crosby discusses the currency markets.

June 09, 2022

 

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FEATURED PERSPECTIVES

A Not-So-Funny Thing Happened on the Way to the Terminal Rate - Featured Perspectives
March 20, 2023

A Not-So-Funny Thing Happened on the Way to the Terminal Rate

The Fed’s next move and beyond.

Silicon Valley Bank Replays the Ugly Consequences of Disintermediation - Featured Perspectives
March 13, 2023

Silicon Valley Bank Replays the Ugly Consequences of Disintermediation

Assessing ongoing risks related to the SVB collapse.

First Quarter 2023 Fixed-Income Sector Views - Featured Perspectives
February 22, 2023

First Quarter 2023 Fixed-Income Sector Views

Valuations have reset after a volatile year.


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 30: The Structured Credit Value Proposition Right Now

Karthik Narayanan, Head of Securitized for Guggenheim Investments, gives a master class in structured credit, including where he is finding attractive absolute and relative value in mortgage-backed securities, asset-backed securities, and collateralized loan obligations. U.S. Economist Matt Bush discusses recent economic data and the Federal Reserve’s inflation fighting strategy. (Structured credit is complex and may not be suitable for all investors.)