/institutional/perspectives/media/podcast-38-value-and-nuance-in-cmbs

Macro Markets Podcast Episode 38: Value and Nuance in CMBS

Karthik Narayanan, Head of Structured Credit for Guggenheim Investments, and Tom Nash, a director on our Commercial Mortgage-Backed Securities (CMBS) sector team, join Macro Markets to discuss drivers of performance, current conditions in real estate, and where they are finding value in CMBS and in other types of structured credit.

July 25, 2023

 

FEATURED PERSPECTIVES

May 02, 2024

Investor’s Guide to Default and Recovery Dynamics

A time for nimble credit selection.

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.


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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