/institutional/perspectives/media/podcast-25-fixed-income-pain-way-to-opportunity

Macro Markets Podcast Episode 25: Fixed-Income Pain Giving Way to Opportunity

Anne Walsh, Chief Investment Officer for Fixed Income, on the economic and credit cycle, and on risk and opportunity across the fixed-income landscape.

November 16, 2022

 

FEATURED PERSPECTIVES

January 27, 2023

10 Macroeconomic Themes for 2023

10 charts illustrate the macroeconomic trends we believe are most likely to shape the investment environment in 2023.

January 20, 2023

2023 Credit Outlook and Lessons Learned from a Tough Year

Move up in quality ahead of any recession-driven market volatility.

January 12, 2023

Inflation Release Adds to Good News for the Fed…and Bonds

Recent data is moving in the Fed’s desired direction.


VIDEOS AND PODCASTS

2022’s Upside: The Fed Has Put the Income Back in Fixed Income 

2022’s Upside: The Fed Has Put the Income Back in Fixed Income

Anne Walsh, Chief Investment Officer for Fixed Income at Guggenheim Investments, joined Asset TV to discuss macroeconomic conditions, risk, and relative value in the bond market.

Macro Markets Podcast 

Macro Markets Podcast Episode 28: Fed Day, Jobs Day, and 10 Macro Themes

Brian Smedley, Chief Economist and Head of the Macroeconomic and Investment Research Group, discusses the Fed rate decision, recent inflation, labor, and GDP data, and possible next steps for monetary policy. He also provides key takeaways for investors from our 10 Macroeconomic Themes for 2023.







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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 Advisors, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.