/institutional/perspectives/media/higher-credit-quality-a-solid-place-to-be-in-2024

“Higher Credit Quality is a Very Solid Place to Be in 2024”

Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joins Bloomberg TV at Davos to discuss her outlook on credit.

January 17, 2024

 

 

Key Takeaways:

  • We are in the midst of a rolling recession that has had an uneven effect on the economy.
  • Small and mid-sized banks will be pressured by their exposure to commercial real estate and commercial & industrial loans.
  • Investment-grade fixed income and higher quality corporate credit are poised to do well as the economy softens.
  • The markets do a poor job pricing in geopolitical risks until triggering events have already occurred.
  • Expect heightened volatility as we enter US presidential election season.

 


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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