/institutional/perspectives/media/an-attractive-time-to-be-a-fixed-income-investor

“An Attractive Time to Be a Fixed-Income Investor”

Steve Brown, CIO for Fixed Income, Guggenheim Partners Investment Management, joins Bloomberg TV to discuss the latest data and his outlook for bonds.

February 16, 2024

 

 

Key Takeaways:

  • We are less concerned about short-term variations in economic data and stay focused on longer-term trends.
  • Our bias when adding duration is in the belly of the curve.
  • It is a time for attractive total return opportunities and high income.
  • It is also a time to be prudent in credit selection.
  • A higher-for-longer interest rate environment will affect lower quality issuers if it persists for much longer.

 


FEATURED PERSPECTIVES

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.

March 27, 2024

First Quarter 2024 Quarterly Macro Themes

Research spotlight on what’s next.

March 26, 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.


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 51: What's Holding Up Inflation…And Other Macro Themes

Matt Bush and Maria Giraldo join the Macro Markets podcast to discuss our newly published Quarterly Macro Themes for 1Q 2024.







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