Description
Matt Bush, US Economist; Maria Giraldo, Investment Strategist; and Paul Dozier, Economist, join Macro Markets to discuss the first issue of our newest Thought Leadership publication, Quarterly Macro Themes. We also answer listener mail.
Related Insights:
2Q23 Quarterly Macro Themes
A new quarterly publication from our Macroeconomic and Investment Research Group, spotlights critical and timely areas of research and updates our baseline views on the economy.
Read Quarterly Macro Themes
Fixed Income Is Now a Buyer’s Market
Steve Brown, CIO for Macro and Total Return Strategies, discusses the Improved value proposition in credit.
Read Portfolio Insight
2Q23 Fixed-Income Sector Views
Opportunity in fixed income rises with uncertainty.
Read Fixed-Income Sector Views
Investing involves risk, including the possible loss of principal.
This material is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.
This material contains opinions of the author or speaker, but not necessarily those of Guggenheim Partners, LLC or its subsidiaries. The opinions contained herein are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information.
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SP 57188
Steve Brown, Chief Investment Officer for Fixed Income, joins Macro Markets to discuss portfolio strategy and our outlook following the U.S. election and the Fed’s most recent rate cut.
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4Q24 High Yield and Bank Loan Outlook
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Where can investors find attractive yield while mitigating risk in the current environment? Karthik Narayanan, Head of Structured Credit, joins Macro Markets to discuss what makes the sector an important component of our actively managed fixed-income portfolios and where we are finding value...
Published 10/29/24