Macro Markets Podcast Episode 30: The Structured Credit Value Proposition Right Now

Karthik Narayanan, Head of Securitized for Guggenheim Investments, gives a master class in structured credit, including where he is finding attractive absolute and relative value in mortgage-backed securities, asset-backed securities, and collateralized loan obligations. U.S. Economist Matt Bush discusses recent economic data and the Federal Reserve’s inflation fighting strategy. (Structured credit is complex and may not suitable for all investors.)

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March 03, 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.

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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