10 charts illustrate the macroeconomic trends we believe are most likely to shape the investment environment in 2023.
Move up in quality ahead of any recession-driven market volatility.
Recent data is moving in the Fed’s desired direction.
Market and value updates by sector.
VIDEO AND PODCASTS
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.
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Karthik Narayanan, Head of Securitized for Guggenheim Investments, discusses value in the residential mortgage-backed securities market and other ABS sectors. Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, answers a listener question on liquidity. Jerry Cai, an economist in our Macroeconomic and Investment Research Group, brings the latest on the labor picture and an update on China.
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Weakening jobs picture will signal that Fed tightening is working as intended.
Finding value in complexity: The structure, risks, and investor-friendly features of asset-backed securities.
Explaining the structure and investor-friendly features of collateralized loan obligations, an often misunderstood sector of structured credit.
An active, diversified, multi-sector approach to meeting the total return objectives of core fixed-income management without taking on undue risk.
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