/institutional/perspectives/media/confessions-of-an-active-fixed-income-manager-risk

Confessions of an Active Fixed-Income Manager: Risk and Relative Value

Anne Walsh, Chief Investment Officer for Fixed Income, joins Asset TV to discuss the benefits of active management during this challenging market environment, and relative value in fixed-income sectors.

September 29, 2021

 

 

Video Highlights:

  • Advantages of active vs. passive fixed-income strategies.
  • Behavioral finance’s role in Guggenheim’s investment process.
  • Making sense of current economic and market conditions.
  • The outlook for Federal Reserve policy on rates.
  • Opportunities in current fixed-income markets.


 

 


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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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.