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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.

Strategies for a Low-Yield Environment

Investors face a new paradigm in the wake of quantitative easing programs put in place by central banks around the world. Faced with low yields on Treasurys in the United States and negative yields on sovereign debt overseas, the challenge all investors face is how to generate meaningful risk-adjusted returns. Scott Minerd, Global Chief Investment Officer, and Anne Walsh, Assistant Chief Investment Officer, Fixed Income, share insights on where our investment team is finding value.

August 19, 2016

Third Quarter 2016 Fixed-Income Outlook: Chart Highlights

At a glance, selected charts from our Third Quarter 2016 Fixed-Income Outlook highlight views from our fixed-income investment team on relative value and macroeconomic conditions.

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August 17, 2016

Fixed-Income Outlook: Finding Relative Value with One Eye on Global Central Banks

Our third quarter 2016 report, details our current fixed-income strategy, economic outlook and where we see relative value.

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June 10, 2016

Q2 2016 Fixed-Income Outlook: Chart Highlights

At a glance, selected charts from our Q2 2016 Fixed-Income Outlook summarize our current economic outlook and views on relative value.

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May 24, 2016

Fixed-Income Outlook: Managing Through a Persistent State of Heightened Volatility

In the second quarter 2016 edition of the Fixed-Income Outlook, the leaders of our fixed-income investment team discuss relative value and our current economic outlook.

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March 17, 2016

Fixed Income Outlook: Identifying Relative Value Across U.S. Fixed-Income Market Sectors

In our new quarterly publication, the leaders of our fixed-income investment team discuss how we are positioning our Core, Core Plus and Multi Credit (unconstrained) Fixed Income portfolios to capitalize on relative value across sectors.

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January 11, 2016

The Benefits of Collateralized Loan Obligations

CLOs currently offer higher spreads compared to other fixed-income sectors and have features that make them well-positioned for a rising interest rate environment. But common misconceptions about risk and liquidity are causing many fixed-income strategies to miss out on the benefits of this overlooked sector.

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July 20, 2015

The Core Conundrum

As benchmark yields languish near historical lows, the chasm between investors’ return targets and current market realities deepens, creating a conundrum for core fixed-income investors.

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July 31, 2013

The ABCs of ABS: Identifying Opportunities in Asset-Backed Securities

In the search for yield, ABS offers an opportunity to generate higher returns through rigorous analysis, unaccompanied by additional credit or interest-rate risk.

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Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Real Estate, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited and Guggenheim Partners India Management.