Macro Markets Podcast: Episode #8

Anne Walsh, Guggenheim Investments CIO for Fixed Income, discusses risk, opportunity, and the benefits of active portfolio management. Also featuring Jenny Marler, head of Guggenheim Real Estate, with an update on the retail sector, and Paul Dozier, a director in the Macroeconomic and Investment Research Group, does a deep dive on developments in Ukraine and recent economic data releases.

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March 02, 2022

 

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FEATURED PERSPECTIVES

Fixed Income Is Now a Buyer’s Market - Featured Perspectives
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Fixed Income Is Now a Buyer’s Market

Improved value proposition in credit.

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Second Quarter 2023 Fixed-Income Sector Views

Opportunity in fixed income rises with uncertainty.

The Pre-Recession Playbook for Up in Quality - Featured Perspectives
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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.

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