Description
Adam Bloch, Portfolio Manager on our Total Return team, and Matt Bush, Guggenheim Investments' U.S. Economist, update our economic and market outlook following the November meeting of the Federal Open Market Committee and the latest employment report.
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4Q23 High-Yield and Bank Loan Outlook
Credit challenges to come as the economy slows.
Read High-Yield and Bank Loan Outlook
3Q23 Quarterly Macro Themes
Research spotlight on what’s next.
Read Quarterly Macro Themes
Attractive Bond Yields While Being Patient and Defensive
Anne Walsh, CIO of Guggenheim Partners Investment Management, joins CNBC on Fed Day to discuss the market.
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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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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.
Related Content:
4Q24 High Yield and Bank Loan Outlook
Effects of rate cuts on high yield bonds may be mixed....
Published 11/13/24
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