/perspectives


Global CIO Outlook    |   February 13, 2020    

“Peace for Our Time”

The coronavirus is a looming economic problem.


Sector Views    |   February 11, 2020     |     High-Yield and Bank Loan Outlook

The Relative Value Case for Bank Loans Over High Yield

Loans present an opportunity to move up the capital structure with better spreads and yields than high-yield corporate bonds.


Global CIO Outlook    |   January 23, 2020    

The Economic Incentives of Climate Change

Realistic practical solutions must become the primary focus of climate change debate.


Macroeconomic Research    |   January 22, 2020    

10 Macro Themes to Watch in 2020

Ten charts illustrate the macroeconomic trends most likely to shape Fed policy and investment performance in 2020 and beyond.


Global CIO Outlook    |   January 20, 2020    

Global Central Banks Fueling a Ponzi Market 

Ultimately, investors will awaken to the rising tide of defaults and downgrades.


Portfolio Strategy    |   December 23, 2019     |     Fixed-Income Outlook

Risk and Reward of Successful 'Mid-Cycle' Rate Cuts

In all likelihood, the Fed has successfully staved off recession, but current spreads reflect just how little upside there is in 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.


VIDEO

Solving the Core Conundrum

Solving the Core 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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Fixed Income Outlook

Fourth Quarter 2019 Fixed-Income Outlook

Brian Smedley, Head of the Macroeconomic and Investment Research Group, and Portfolio Manager Adam Bloch share insights from the fourth quarter 2019 Fixed-Income Outlook.

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January 22, 2020

10 Macro Themes to Watch in 2020

Ten charts illustrate the macroeconomic trends most likely to shape Fed policy and investment performance in 2020 and beyond.

December 23, 2019

Signs of Life in Global Manufacturing 

The beleaguered manufacturing sector is showing signs of improvement.



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 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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