/institutional/perspectives/media/markets-should-continue-to-do-well

“Markets Should Continue to Do Well”

Anne Walsh, CIO of Guggenheim Partners Investment Management, joins CNBC Asia for a wide-ranging conversation about risks and opportunities for fixed-income investors in 2024.

February 25, 2024

 

 

Key Takeaways:​

  • The U.S. banking sector will likely experience more consolidation.
  • China will recover, but it won’t regain its dominance as a global economy.
  • The runup to the U.S. presidential election will cause meaningful volatility.
  • Investors should continue to be well-served by investment-grade credit.

 


FEATURED PERSPECTIVES

May 08, 2024

Learning from Turning Points in Monetary Policy

The Case for Moving Into Higher Quality Fixed Income (and out of Money Markets and Equities) While the Fed Is Paused… and Ahead of Coming Rate Cuts.

May 02, 2024

Investor’s Guide to Default and Recovery Dynamics

A time for nimble credit selection.

April 04, 2024

2024 Election Uncertainty Could Drive Fixed-Income Outperformance

Rising economic policy and geopolitical uncertainty may favor higher quality fixed income in this election year.


VIDEOS AND PODCASTS

Are Fixed-Income Investors Being Compensated for the Risks They Are Taking? 

Are Fixed-Income Investors Being Compensated for the Risks They Are Taking?

Maria Giraldo, Investment Strategist for Guggenheim Investments, joins Asset TV’s Fixed Income Masterclass.

Macro Markets Podcast 

Macro Markets Podcast Episode 52: Fixed-Income Investing for Insurance Companies (and Listener Mail)

Jamie Crapanzano, a member of our insurance portfolio management team, joins the podcast to discuss the distinctive aspects of fixed-income management for insurance companies and provide an update on bond market relative value.







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Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, and GS GAMMA Advisors, LLC.