Macro Markets Podcast Episode 38: Value and Nuance in CMBS

Karthik Narayanan, Head of Structured Credit for Guggenheim Investments, and Tom Nash, a director on our Commercial Mortgage-Backed Securities (CMBS) sector team, join Macro Markets to discuss drivers of performance, current conditions in real estate, and where they are finding value in CMBS and in other types of structured credit.

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July 25, 2023


 


Read Second Quarter 2023 Quarterly Macro Themes


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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.

Corporate Credit Quarterly Insights - August 2023 - Featured Perspectives
August 22, 2023

Corporate Credit Quarterly Insights - August 2023

Market and portfolio update from our Corporate Credit team

Third Quarter 2023 Fixed-Income Sector Views - Featured Perspectives
August 21, 2023

Third Quarter 2023 Fixed-Income Sector Views

Technical tailwinds support the market.

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 41: Quarterly Macro Themes for Q3 2023

U.S. Economist Matt Bush, Investment Strategist Maria Giraldo, Investment Strategist Chris Squillante, and Economist Jerry Cai join Macro Markets to discuss the latest Quarterly Macro Themes, which takes a deep dive into issues helping shape our baseline economic views.

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