Macro Markets Podcast Episode 31: Post-FOMC/SVB Analysis

Matt Bush, Guggenheim Investments U.S. Economist, and Evan Serdensky, a Portfolio Manager on our Total Return team, share their perspectives and outlook following two eventful weeks in markets and the economy. They discuss the future path of monetary policy, the effects of a possible credit crunch, and investment strategy and positioning.

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March 27, 2023


 
Read Silicon Valley Bank Replays the Ugly Consequences of Disintermediation

 

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FEATURED PERSPECTIVES

Fixed Income Is Now a Buyer’s Market - Featured Perspectives
June 01, 2023

Fixed Income Is Now a Buyer’s Market

Improved value proposition in credit.

Second Quarter 2023 Fixed-Income Sector Views - Featured Perspectives
May 16, 2023

Second Quarter 2023 Fixed-Income Sector Views

Opportunity in fixed income rises with uncertainty.

The Pre-Recession Playbook for Up in Quality - Featured Perspectives
April 18, 2023

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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