/perspectives


Sector Views    |   May 16, 2023    

Second Quarter 2023 Fixed-Income Sector Views

Opportunity in fixed income rises with uncertainty.


Sector Views    |   April 18, 2023     |     High-Yield and Bank Loan Outlook

The Pre-Recession Playbook for Up in Quality

An opportunity for active management.


Macroeconomic Research    |   March 20, 2023    

A Not-So-Funny Thing Happened on the Way to the Terminal Rate

The Fed’s next move and beyond.


Portfolio Strategy    |   March 13, 2023    

Silicon Valley Bank Replays the Ugly Consequences of Disintermediation

Assessing ongoing risks related to the SVB collapse.


VIDEO AND PODCASTS

2022’s Upside: The Fed Has Put the Income Back in Fixed Income

Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joined Asset TV to discuss macroeconomic conditions, risk, and relative value in the bond market.

Watch Video

Macro Markets Podcast

Allen Li, Managing Director and Head of Guggenheim Investments' Municipal Bond Sector Team, explains the structure and characteristics of the $4 trillion municipal market, the importance of technical dynamics, and where he is finding value.

Listen Now


May 16, 2023

Macroeconomic Update: The Economic Cycle Is Reaching a Turning Point

Leading signals are flashing red as the debt ceiling takes center stage.

January 27, 2023

10 Macroeconomic Themes for 2023

10 charts illustrate the macroeconomic trends we believe are most likely to shape the investment environment in 2023.



Portfolio Strategy    |   May 18, 2023    

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.


Portfolio Strategy    |   April 03, 2023    

The ABCs of Asset-Backed Securities (ABS)

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


Portfolio Strategy    |   March 08, 2023    

The Science and Art of Risk Management: Liquidity Risk

Good risk management leads to good decision making.


Portfolio Strategy    |   December 08, 2022    

Understanding Collateralized Loan Obligations (CLOs)

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


Portfolio Strategy    |   December 07, 2022    

The Risk Mitigation Advantage in Active Fixed-Income Management 

Why active has the potential to outperform passive in fixed income.


Portfolio Strategy    |   May 26, 2021    

The Transition Away from Libor

Preparing for the Deadline




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