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Stay Focused on Macro Themes During Tricky Investment Environment

Anne Walsh, CIO of Guggenheim Partners Investment Management, joins Fox Business to discuss Fed policy, rate cuts, and current investment opportunities.

June 20, 2025

 

 

Key Takeaways:

  • U.S. economy is slowing; tariffs expected to dampen economic growth and consumer demand.
  • Fed had room to cut but is being patient. It could use other tools like QT to be restrictive.
  • Fixed income offers attractive yields and term premiums.
  • Compelling investment opportunities in AI, energy, technology infrastructure, and telecommunications.

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Macro Markets


Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.








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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 Wealth Solutions, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Private Investments, LLC.