/institutional/perspectives/media/podcast-episode-30-structured-credit-value-prop

Macro Markets Podcast Episode 30: The Structured Credit Value Proposition Right Now

Karthik Narayanan, Head of Securitized for Guggenheim Investments, gives a master class in structured credit, including where he is finding attractive absolute and relative value in mortgage-backed securities, asset-backed securities, and collateralized loan obligations. U.S. Economist Matt Bush discusses recent economic data and the Federal Reserve’s inflation fighting strategy. (Structured credit is complex and may not be suitable for all investors.)

March 03, 2023

 

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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