/perspectives/media/disinflation-and-a-slowing-economy-in-2024

Disinflation and a Slowing Economy in 2024

Anne Walsh, Chief Investment Officer, Guggenheim Partners Investment Management, joins CNBC to discuss the year ahead for fixed-income investors.

January 12, 2024

 

 

Key Takeaways:

  • We continue to expect a mild, if unevenly distributed, recession.
  • CPI came in a little hot, but disinflation trends remain on track.
  • Commercial real estate, particularly office space, is challenged.
  • Higher-quality fixed income and structured credit is the best place to be in the market.

 


FEATURED PERSPECTIVES

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Second Quarter 2024 Fixed-Income Sector Views

Balancing attractive yields and tight spreads.

May 16, 2024

The Economic Cycle Isn’t Dead, Merely Delayed… And That’s Good for Bonds

Navigating an economic cycle where old patterns don’t seem to apply.

May 08, 2024

Learning from Turning Points in Monetary Policy

The Case for Moving Into Higher Quality Fixed Income (and out of Money Markets and Equities) While the Fed Is Paused… and Ahead of Coming Rate Cuts.


VIDEOS AND PODCASTS

Are Fixed-Income Investors Being Compensated for the Risks They Are Taking? 

Are Fixed-Income Investors Being Compensated for the Risks They Are Taking?

Maria Giraldo, Investment Strategist for Guggenheim Investments, joins Asset TV’s Fixed Income Masterclass.

Macro Markets Podcast 

Macro Markets Podcast Episode 53: The Wide Opportunity Set in Bonds and Asymmetric Future Fed Policy

It’s been 10 months since the Fed’s last rate hike and Evan Serdensky, Portfolio Manager on our Total Return team, and Matt Bush, our U.S. Economist, join Macro Markets to discuss what’s next for the economy and markets.







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