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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.


 

Second Quarter 2019 Fixed-Income Outlook

Portfolio Manager Steve Brown and Head of Macroeconomic and Investment Research Brian Smedley share insights from the second quarter 2019 Fixed-Income Outlook.


June 17, 2019 | Fixed-Income Outlook

Managing While Risk Premia Shrink

The Federal Reserve’s policy pivot has supported a rally in most credit sectors, but investors should worry about late cycle excesses.


June 17, 2019 | Portfolio Management Outlook

Portfolio Management Outlook: Picking Up Pennies in Front of a Steamroller

Given the compressed credit curve and tight spreads, we remain focused on capital preservation and protecting our clients from downside volatility.


May 01, 2019

Understanding Collateralized Loan Obligations (CLOs)

Explaining the structure and investor-friendly features of collateralized loan obligations, an often misunderstood sector of structured credit.


April 10, 2019

Positioning Life Insurance Portfolios for the Next Recession (and Beyond)

Given that we are late in the business cycle, life insurers must prepare their portfolios now to avoid reliving the painful lessons learned in the last crisis.


March 07, 2019 | Fixed-Income Outlook

Late-Cycle Drama Is Unfolding

Risk assets will likely enjoy another rally while the Fed stays on hold, but the pause will only allow excesses to become more pronounced.


November 19, 2018 | Fixed-Income Outlook

Jogging to the Exits

Preparing for the market turbulence that typically occurs in the run up to a recession.


August 20, 2018 | Fixed-Income Outlook

Tail Risks Are Getting Fatter

While the U.S. economy remains on solid footing, exogenous risks threaten asset values, market confidence, and the strength of the U.S. economy.


July 09, 2018

Solving the Core Fixed-Income Conundrum

Shortening duration, maintaining an investment-grade portfolio, and generating attractive yields do not have to be competing investment objectives for core fixed-income investors.


May 16, 2018 | Fixed-Income Outlook

Positioned for Choppier Waters

After several quarters of low volatility, tight spreads, and abundant liquidity, financial conditions are shifting.


February 21, 2018 | Fixed-Income Outlook

Walking the Risk Tightrope

Current conditions could persist for some time, but with a possible recession approximately two years away, the time for caution is approaching.

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