Portfolio Strategy

Our award-winning fixed-income investment team reports on portfolio management and asset allocation strategies to navigate markets with the goal of maximizing risk-adjusted returns.



November 09, 2022

Solving the Core Fixed-Income Conundrum

An active, diversified, multi-sector approach to meeting the total return objectives of core fixed-income management without taking on undue risk.


September 29, 2022

The Transition Away from Libor

SOFR Is the ‘Chosen Rate’ But It Is Not Without Risk


September 22, 2022

Understanding Collateralized Loan Obligations (CLOs)

Explaining the structure and investor-friendly features of collateralized loan obligations, an often misunderstood sector of structured credit.


April 25, 2022

Specialized Teams Evaluate War in Ukraine

Guggenheim’s Investment Process Case Study


March 11, 2022

The ABCs of Asset-Backed Securities (ABS)

Finding value in complexity: The structure, risks, and investor-friendly features of asset-backed securities.


February 22, 2022

The Life Insurance Industry's Investment Conundrums

Insurance company portfolio managers’ most pressing challenge in this era of low rates is how to generate sufficient yield to meet their return objectives.


May 26, 2021

The Transition Away from Libor

Preparing for the Deadline


April 28, 2020

Fixed-Income Crisis Management

As the coronavirus crisis spreads, insurance companies need experienced active fixed-income managers to mitigate risk and seek out opportunity.


March 24, 2020

The Impact of ETFs and Index-Tracking and Passive Strategies on the Fixed-Income Market

There are three key areas where the allocation requirements of passive fixed-income vehicles have an impact on the market.


February 18, 2020

Concerned About Climate Change? 6 Ways for Insurers to Future-Proof Their Portfolios

Rising global temperatures and water levels are affecting markets and economies, with more trouble ahead. Insurers need to plan for it now.


January 22, 2020

Asset Management Needs to Get Serious About Attracting and Retaining More Women

Attaining greater representation of women isn’t just the right thing to do for the asset management industry, it is the smart thing to do for clients.


December 12, 2019

The Transition Away from Libor

Much Progress, More Wood to Chop


November 08, 2019

The Science and Art of Risk Management: Liquidity Risk

Good risk management leads to good decision making.


April 10, 2019

Positioning Life Insurance Portfolios for the Next Recession (and Beyond)

Given that we are late in the business cycle, life insurers must prepare their portfolios now to avoid reliving the painful lessons learned in the last crisis.


July 09, 2018

Solving the Core Fixed-Income Conundrum

Shortening duration, maintaining an investment-grade portfolio, and generating attractive yields do not have to be competing investment objectives for core fixed-income investors.


August 08, 2017

The ABCs of Asset-Backed Securities (ABS)

Finding value in complexity: The structure, risks, and investor-friendly features of asset-backed securities.