Macro Markets Podcast Episode 29: Balancing Caution and Opportunity in Active Fixed-Income Portfolios

Steve Brown, Chief Investment Officer for Total Return and Macro Strategies for Guggenheim Investments, shares a CIO’s unique perspective on active portfolio management in a time of higher yields and macroeconomic complexity. He discusses recent economic data, relative value opportunities, and the importance of making asset allocation decisions for a range of different outcomes.

February 17, 2023


Read 10 Macro Themes for 2023

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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.

Capital Rationing in Leveraged Credit - Featured Perspectives
July 19, 2023

Capital Rationing in Leveraged Credit

Appealing yields and cautious markets.


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 40: Real Estate and Its Possible Black Swan: The Office Sector

Jenny Marler, Head of Guggenheim Real Estate, provides insight into the $21 trillion commercial real estate market, especially the office sector, as well as where she is seeing value.