Macro Themes for 2020

Brian Smedley, Head of Macroeconomic and Investment Research, discusses major trends likely to shape markets this year.

January 22, 2020

 

Read 10 Macro Themes for 2020

 


FEATURED PERSPECTIVES

The Great Leverage Unwind  - Featured Perspectives
March 22, 2020

The Great Leverage Unwind

Funding and trading markets are not functioning well due to excessive leverage needing to be unwound in the financial system.

Value Is a Poor Timing Tool - Featured Perspectives
March 20, 2020

Value Is a Poor Timing Tool

Markets often overshoot, and just because things are cheap doesn’t mean they can’t get cheaper.

Necessary But Not Adequate - Featured Perspectives
March 19, 2020

Necessary But Not Adequate

Without the right programs, this shortfall in credit availability will increase and it will further deepen the crisis.


VIDEO

Fixed-Income Outlook 

Fourth Quarter 2019 Fixed-Income Outlook

Brian Smedley, Head of the Macroeconomic and Investment Research Group, and Portfolio Manager Adam Bloch share insights from the fourth quarter 2019 Fixed-Income Outlook.

Solving the Core Fixed-Income Conundrum 

Solving the Core Fixed-Income Conundrum

Anne Walsh, Chief Investment Officer for Fixed Income, shares insights on the fixed-income market and explains the Guggenheim approach to solving the Core Conundrum.




© 2020 Guggenheim Partners, LLC. All rights reserved. Guggenheim, Guggenheim Partners and Innovative Solutions. Enduring Values. are registered trademarks of Guggenheim Capital, LLC.