STRATEGIES

Distinctive
Fixed-Income Strategies

Investment solutions built on core competencies that seek to help our clients gain diversification, attractive yields, and targeted exposure to opportunities for risk-adjusted value appreciation.

BY THE NUMBERS

Depth, Discipline,
and Performance

$271B

IN TOTAL FIXED
INCOME ASSETS ¹

220+

CREDIT AND PORTFOLIO
MANAGEMENT
PROFESSIONALS 2

WHY GUGGENHEIM INVESTMENTS FOR FIXED INCOME

Fixed Income Built for
Changing Markets

Active management allows us to dial risk exposure up or down in response to changing market conditions, ensuring portfolio positioning remains aligned with the opportunity set.

Actively Managed Investment Portfolio: Core Plus Strategy. ³

  1. 3. Source: GPIM. Chart is for illustrative purposes only. Colors represent different sectors and % portfolio allocations of the Core Plus Strategy as of 12.31.2025.

Passively Managed, Bloomberg Aggregate Index Portfolio. ⁴

  1. 4. Source: Guggenheim Investments, Bloomberg as of of 3.31.2026

Deep Expertise. Broad Capabilities. Strong Alignment.

Institutional Heritage

Decades of experience managing capital for institutional and individual clients worldwide

Active and Research-Driven

Fundamental research and active management across capital structure and market cycle

Diverse Opportunities

Broad platform across core, credit, and structured solutions in public and private markets

Risk-Aware Approach

Disciplined risk management designed to deliver consistent outcomes over time

Aligned with Investors

Strong alignment through long-term partnership and investor-focused solutions

Designed for Today's Fixed Income Environment

An integrated approach across public and private markets to deliver income, manage risk, and build more resilient portfolios in a changing environment.

ACTIVE MANAGEMENT

DISCIPLINED.
FLEXIBLE.
FOCUSED ON OUTCOMES.

FIXED INCOME

Explore Our Fixed Income Strategies

An alternative to traditional cash management, our Active Enhanced Cash strategy is designed for investors who want more from their short-term liquid allocations. By investing in short duration investment-grade securities including corporate bonds and securitized products  while maintaining liquidity through money market instruments, the strategy seeks to deliver attractive yield without taking on meaningful duration risk. With an expected portfolio duration of less than one year, it offers a compelling solution for investors looking for cash management solutions.

This total return strategy invests in a diversified portfolio of broadly syndicated bank loans, leveraging Guggenheim Investments’ deep credit research capabilities with an emphasis on bottom-up credit selection. A natural fit for investors seeking floating rate income and credit exposure to mitigate against rising interest rates. Portfolios will allocate to middle-market and upper-middle-market credits while our disciplined selection process seeks to deliver a lower-beta strategy with strong risk-adjusted returns.

This income-oriented strategy is designed specifically for insurance companies navigating the intersection of income optimization, regulatory requirements, and liability management. The strategy invests in broadly diversified portfolios of primarily investment-grade fixed-income instruments, including corporate and structured credit, targeting opportunities where we perceive relative value to exist. Portfolio duration is carefully aligned to either an index or the duration of associated insurance liabilities, helping clients meet their unique investment objectives.

For investors seeking attractive returns while maintaining a commitment to credit quality. This strategy pursues total return through a broadly diversified portfolio of investment-grade fixed-income instruments with a limited ability to use below investment-grade securities when the market backdrop is attractive. It allocates opportunistically where we perceive relative value to exist, offering an attractive step up in return potential with a high-quality credit guardrail.

Built for investors who want more from their core fixed-income allocation. This total return strategy goes beyond traditional benchmarks by taking a multi-sector approach to allocations, emphasizing undervalued credit sectors and selectively using below investment-grade corporate exposure to toggle credit beta utilizing our bottom up credit capabilities. The result is a broadly diversified portfolio of primarily investment-grade fixed-income instruments with the flexibility to capitalize on mispriced high quality, out-of-index exposures primarily in structured credit and investment-grade corporates and designed to deliver the potential for meaningful outperformance.

Primarily focused on the high-yield corporate market, this strategy seeks to harness the income and return potential of the below investment-grade corporate credit markets. Built on our deep bottom-up approach to credit selection, the strategy relies on credit research analyst teams to identify the best ideas within their respective industries. Portfolios can be structured to access the full scope of the high yield market or can focus only on the higher quality segments of BB and/or B-rated bonds. Our integrated credit research process capitalizes on middle-market and upper-middle-market opportunities as well as selective investments in bank loans, preferred securities, and investment-grade corporate debt, helping clients capture attractive yield while managing downside risk.

A spectrum of solutions for investors seeking total return and income from a broadly diversified portfolio of primarily U.S. investment-grade corporate bonds, with the flexibility to pursue opportunities across a variety of other fixed-income sectors. From laddered buy-and-hold to fundamental return seeking and quantitative strategies, we offer a suite of products to meet client needs. These strategies seek to provide clients with a high-quality credit allocation as part of their overall fixed-income strategy.

Engineered for investors who prioritize income and total return but want to limit interest rate risk. This total return strategy takes a multi-sector approach to allocation. By utilizing mispriced high quality, out-of-index exposures primarily in structured credit and investment-grade corporates, the strategy seeks to generate alpha through its high quality credit allocations.

A versatile, absolute return-oriented solution for investors seeking broad diversification and flexibility to navigate shifting market conditions. Unconstrained to a benchmark, the strategy invests across fixed income, equities, commodities, and currencies, pursuing opportunistic sector rotation while seeking to minimize volatility and reduce drawdowns. The primary focus of the strategy utilizes Guggenheim Investments’ best in class sector-level allocation insights and bottom-up idea generation across below investment-grade credit, structured credit, and investment grade. The strategy also utilizes non-fixed-income exposures as tools to express active views and hedge portfolio risk making it an adaptive, all-weather strategy designed to help meet evolving client objectives.

A benchmark-agnostic, opportunistic credit strategy designed for investors who prioritize risk mitigation, downside protection, and attractive returns. Combines the our sector-level allocation insights and bottom-up idea generation across below investment grade credit, structured credit, and investment-grade with top-down views on duration and risk positioning. Diversification across sectors seeks to minimize volatility and reduce drawdowns, while historically limited duration risk keeps the focus squarely on credit-driven returns.

For tax-conscious investors seeking to generate tax-efficient income while also considering capital appreciation. Investing in a high quality, diverse portfolio of investment-grade municipal bonds—either fully tax-exempt or a blend of taxable and tax-exempt—the strategy provides a thoughtful, risk-managed approach to the municipal bond market.

As a longstanding core competency of Guggenheim Investments, structured credit strategies can offer attractive yield and total return potential for investors seeking diversification with strong structural protections around collateral. Our structured credit strategy invests in performing structured credit securities, generally weighted towards investment-grade and structurally senior positions. The strategy is designed to capture the compelling income generation of structured credit while prioritizing credit quality and downside resilience.