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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.



September 29, 2022

The Transition Away from Libor

SOFR Is the ‘Chosen Rate’ But It Is Not Without Risk


September 22, 2022

Understanding Collateralized Loan Obligations (CLOs)

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


September 15, 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.

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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 Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.