/institutional/perspectives/macroeconomic-research/hazards-of-the-next-two-years

Hazards of the Next Two Years

In this five-part video series, Brian Smedley, Head of Macroeconomic and Investment Research, discusses on Asset TV how investors can navigate a broad range of market risks as we approach the end of the current business cycle.

August 15, 2018    |    By Brian Smedley, Head of Macroeconomic and Investment Research

 

 


FEATURED PERSPECTIVES

August 02, 2022

Third Quarter 2022 Fixed-Income Sector Views

Relative value and performance drivers across fixed-income sectors.

June 30, 2022

Recession Signals Flashing Red

The latest data suggest that we may already be in a recession.

May 24, 2022

Despite the Gray Mood, Skies Are Only Partly Cloudy

The outlook for credit amid rising inflation, monetary tightening, and war in Europe.


VIDEOS AND PODCASTS

Recession ‘Inevitable’ as the Fed Fights Inflation 

Recession ‘Inevitable’ as the Fed Fights Inflation

Scott Minerd, Chairman of Investments and Guggenheim Partners Global CIO, joins Bloomberg TV on Fed Day to discuss the Federal Reserve’s largest rate hike since 1994.

Macro Markets Podcast 

Macro Markets Podcast Episode 19: A Close Look at Hotel Real Estate/Macro Update

Jenny Marler, head of Guggenheim Real Estate, focuses on hotels and hospitality, and Jerry Cai, a Vice President in the Macroeconomic and Investment Research Group, reviews the Fed’s decision and other data.







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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 Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.