/perspectives


Global CIO Outlook    |   July 30, 2021    

Things Couldn’t Be Better

The COVID Delta Variant’s Looming Threat to Risk Assets.


Global CIO Outlook    |   July 26, 2021    

A Better Way to Pay for Infrastructure Investments

A revival of the Obama-era Build America Bonds would raise funds with less taxes.


Macroeconomic Research    |   July 14, 2021    

Still No Reason to Panic About Inflation

Taking a look at the upside surprise in June’s CPI.


Sector Views    |   May 13, 2021     |     High-Yield and Bank Loan Outlook

In the Recovery Phase of the Credit Cycle

Strong earnings growth, low default volumes, upward rating migration, and tighter spreads in the recovery phase of the credit cycle.


VIDEO

2021 Outlook

Midyear 2021 Outlook

Brian Smedley, Chief Economist and Head of Macroeconomic and Investment Research, and Portfolio Manager Adam Bloch provide our macro and markets outlook.

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Solving the Core Fixed-Income Conundrum

Solving the Core Fixed-Income Conundrum

Anne Walsh, Chief Investment Officer for Fixed Income, shares insights on the fixed-income market and explains the Guggenheim approach to solving the Core Conundrum.

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June 04, 2021

Unpacking the May Jobs Report: Further Progress, but Far from Substantial

A disappointing May jobs report strengthens our conviction that Fed policymakers will stay the course.

May 19, 2021

Inflation Is Spiking, But You Only Reopen the Economy Once 

The spike in core CPI is a one-time adjustment as the economy reopens.



Portfolio Strategy    |   August 08, 2017    

The ABCs of Asset-Backed Securities (ABS)

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


Portfolio Strategy    |   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.


Portfolio Strategy    |   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.


Portfolio Strategy    |   November 04, 2019    

The Risk Mitigation Advantage in Active Fixed-Income Management 

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


Portfolio Strategy    |   November 08, 2019    

The Science and Art of Risk Management: Liquidity Risk

Good risk management leads to good decision making.


Portfolio Strategy    |   December 12, 2019    

The Transition Away from Libor

Much Progress, More Wood to Chop




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