/institutional/perspectives/portfolio-strategy

Portfolio Strategy

Our award-winning fixed-income investment team reports on portfolio management and asset allocation strategies to navigate markets with the goal of maximizing risk-adjusted returns.


 

First Quarter 2022 Market Outlook

Maria Giraldo, CFA, Managing Director, Investment Research, and Evan Serdensky, Director, Portfolio Management, provide our macro and markets outlook.


June 17, 2022

Solving the Core Fixed-Income Conundrum

An active, diversified, multi-sector approach to meeting the total return objectives of core fixed-income management without taking on undue risk.


April 25, 2022

Specialized Teams Evaluate War in Ukraine

Guggenheim’s Investment Process Case Study


March 11, 2022

The ABCs of Asset-Backed Securities (ABS)

Finding value in complexity: The structure, risks, and investor-friendly features of asset-backed securities.


February 22, 2022

The Life Insurance Industry's Investment Conundrums

Insurance company portfolio managers’ most pressing challenge in this era of low rates is how to generate sufficient yield to meet their return objectives.


November 01, 2021

Alpha’s Role in Optimizing Asset Allocation

Positive alpha, which is difficult to produce, signals that an active management strategy is generating returns in excess of its beta-implied returns.


May 26, 2021

The Transition Away from Libor

Preparing for the Deadline


May 12, 2021

Note to Insurance Clients on Potential Revisions to Risk-Based Capital Charges

We are concerned by the potential impact of the changes on life insurance companies and are closely monitoring these developments.


March 11, 2021 | Fixed-Income Outlook

Staying on Offense

Even as credit spreads have narrowed, further value remains.


March 11, 2021 | Portfolio Management Outlook

Finding Long-Term Value

Even as credit spreads have narrowed considerably from their widest levels, further value remains.


April 28, 2020

Fixed-Income Crisis Management

As the coronavirus crisis spreads, insurance companies need experienced active fixed-income managers to mitigate risk and seek out opportunity.

Displaying Results 1 - 10 (of 39)







© Guggenheim Investments. All rights reserved.

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 Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.