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Gerard Carney
Phone: 917.703.6368
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November 06, 2023

Macro Markets Podcast Episode 43: Post-FOMC/Jobs Report Update

Adam Bloch, Portfolio Manager on our Total Return team, and Matt Bush, Guggenheim Investments' U.S. Economist, update our economic and market outlook.

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October 27, 2023

Guggenheim Fourth Quarter 2023 High-Yield and Bank Loan Outlook: Technical Support Remains Strong but Fundamental Pressures to Grow in 2024

Guggenheim Investments, the global asset management and investment advisory business of Guggenheim Partners, today provided its Fourth Quarter 2023 High-Yield and Bank Loan Outlook. Titled “Technical Support Remains Strong But Fundamental Pressures to Grow in 2024,” the report discusses the prospects for credit assets and the rise of private debt.

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October 19, 2023

Macro Markets Podcast Episode 42: The Active Fixed-Income Playbook for Elevated Uncertainty

Steve Brown, Chief Investment Officer for Total Return and Macro Strategies, discusses the portfolio strategy implications of the evolving geopolitical, economic, and policy landscape.

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September 21, 2023

Macro Markets Podcast Episode 41: Quarterly Macro Themes for Q3 2023

U.S. Economist Matt Bush, Investment Strategist Maria Giraldo, Investment Strategist Chris Squillante, and Economist Jerry Cai join Macro Markets to discuss the latest Quarterly Macro Themes, which takes a deep dive into issues helping shape our baseline economic views.

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September 20, 2023

Attractive Bond Yields While Being Patient and Defensive

Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joins CNBC on Fed day to discuss the market.

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September 07, 2023

Macro Markets Podcast Episode 40: Real Estate and Its Possible Black Swan: The Office Sector

Jenny Marler, Head of Guggenheim Real Estate, provides insight into the $21 trillion commercial real estate market, especially the office sector, as well as where she is seeing value.

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August 10, 2023

Credit is the Next Shoe to Drop

Anne Walsh, Chief Investment Officer of Guggenheim Partners Investment Management, joins Bloomberg TV to discuss the latest inflation data, the economic cycle, and portfolio positioning.

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August 04, 2023

Macro Markets Podcast Episode 39: Soft Landing Skepticism

U.S. Economist Matt Bush and Portfolio Manager Evan Serdensky share the updated outlook following recent economic data. They discuss the likelihood of a soft landing, the possible path of monetary policy, and investment strategy.

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July 25, 2023

Macro Markets Podcast Episode 38: Value and Nuance in CMBS

Karthik Narayanan, Head of Structured Credit for Guggenheim Investments, and Tom Nash, a director on our Commercial Mortgage-Backed Securities (CMBS) sector team, join Macro Markets to discuss drivers of performance, current conditions in real estate, and where they are finding value in CMBS and in other types of structured credit.

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July 18, 2023

Guggenheim Third Quarter 2023 High-Yield and Bank Loan Outlook: Capital Rationing in Leveraged Credit

Guggenheim Investments, the global asset management and investment advisory business of Guggenheim Partners, today provided its Third Quarter 2023 High-Yield and Bank Loan Outlook. Titled “Capital Rationing in Leveraged Credit,” the report discusses why we believe that high-yield corporate bonds and bank loans continue to offer compelling opportunities, but navigating the current credit environment requires careful monitoring of credit quality, industry disparities, and the impact of tight monetary policy.

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