/institutional/perspectives


Portfolio Strategy    |   June 01, 2023    

Fixed Income Is Now a Buyer’s Market

Improved value proposition in credit.


Sector Views    |   May 16, 2023    

Second Quarter 2023 Fixed-Income Sector Views

Opportunity in fixed income rises with uncertainty.


Sector Views    |   April 18, 2023     |     High-Yield and Bank Loan Outlook

The Pre-Recession Playbook for Up in Quality

An opportunity for active management.


Macroeconomic Research    |   March 20, 2023    

A Not-So-Funny Thing Happened on the Way to the Terminal Rate

The Fed’s next move and beyond.


Portfolio Strategy    |   March 13, 2023    

Silicon Valley Bank Replays the Ugly Consequences of Disintermediation

Assessing ongoing risks related to the SVB collapse.


VIDEO 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.

Watch Video

Macro Markets Podcast

Anne Walsh, CIO for Guggenheim Partners Investment Management, discusses drivers of returns going forward. She also offers advice to young women looking to make a career in asset management.

Listen Now


May 16, 2023

Macroeconomic Update: The Economic Cycle Is Reaching a Turning Point

Leading signals are flashing red as the debt ceiling takes center stage.

January 27, 2023

10 Macroeconomic Themes for 2023

10 charts illustrate the macroeconomic trends we believe are most likely to shape the investment environment in 2023.



Portfolio Strategy    |   June 07, 2023    

The Risk Mitigation Advantage in Active Fixed-Income Management 

Why active has the potential to outperform passive in fixed income.


Portfolio Strategy    |   May 18, 2023    

Solving the Core Fixed-Income Conundrum

An active, diversified, multi-sector approach to meeting the total return objectives of core fixed-income management without taking on undue risk.


Portfolio Strategy    |   April 03, 2023    

The ABCs of Asset-Backed Securities (ABS)

Finding value in complexity: The structure, risks, and investor-friendly features of asset-backed securities.


Portfolio Strategy    |   March 08, 2023    

The Science and Art of Risk Management: Liquidity Risk

Good risk management leads to good decision making.


Portfolio Strategy    |   December 08, 2022    

Understanding Collateralized Loan Obligations (CLOs)

Explaining the structure and investor-friendly features of collateralized loan obligations, an often misunderstood sector of structured credit.


Portfolio Strategy    |   May 26, 2021    

The Transition Away from Libor

Preparing for the Deadline




© Guggenheim Investments. All rights reserved.

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 Advisors, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.