/institutional/perspectives/media/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.

October 06, 2022

 

 

Key Takeaways:

  • Key drivers of current market conditions
  • Advantages of active vs. passive in fixed income
  • Risk and relative value by sector
  • Portfolio allocations in the current environment
 

In general, the values of fixed-income investments decline in a rising rate environment, causing their yields to rise. Fixed-income investments are subject to default risk, meaning income is not guaranteed.


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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 31: Post-FOMC/SVB Analysis

Matt Bush, Guggenheim Investments U.S. Economist, and Evan Serdensky, a Portfolio Manager on our Total Return team, share their perspectives and outlook following two eventful weeks in markets and the economy. They discuss the future path of monetary policy, the effects of a possible credit crunch, and investment strategy and positioning.







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