The Fed’s next move and beyond.
Assessing ongoing risks related to the SVB collapse.
Valuations have reset after a volatile year.
Move up in quality ahead of any recession-driven market volatility.
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.
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 be suitable for all investors.)
10 charts illustrate the macroeconomic trends we believe are most likely to shape the investment environment in 2023.
Recent data is moving in the Fed’s desired direction.
Good risk management leads to good decision making.
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.
Follow Guggenheim Investments
You are now leaving this website.Guggenheim assumes no responsibility of the content or its accuracy.
Your browser does not support iframes.
2023 Guggenheim Partners, LLC. All rights reserved. Guggenheim, Guggenheim Partners and
Innovative Solutions. Enduring Values. are registered trademarks of Guggenheim Capital, LLC.
how your browser accepts cookies; please see your browser help documentation for more