/perspectives/media/market-conditions-favor-move-up-in-credit-quality

Market Conditions Favor a Move Up in Credit Quality

Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joined Bloomberg TV in Davos to discuss the outlook for credit as recession nears.

January 19, 2023

 

 

Key Takeaways:

  • We see a recession coming in the middle of this year.
  • Fed balance sheet reduction is not getting enough attention.
  • Expect credit markets to get choppier as pressures mount.
  • Debt servicing pressure will mount on lower-quality borrowers.
  • As we’ve come through this rate hike cycle, the Fed has put “income” back in fixed income.


Read Q1 2023 High-Yield and Bank Loan Outlook: 2023 Credit Outlook and Lessons Learned from a Tough Year

 


FEATURED PERSPECTIVES

June 01, 2023

Fixed Income Is Now a Buyer’s Market

Improved value proposition in credit.

May 16, 2023

Second Quarter 2023 Fixed-Income Sector Views

Opportunity in fixed income rises with uncertainty.

April 18, 2023

The Pre-Recession Playbook for Up in Quality

An opportunity for active management.


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 36: "It's a bond pickers market."

Anne Walsh, CIO for Guggenheim Partners Investment Management, discusses drivers of returns going forward. She also offers advice to young women looking to make a career in asset management.







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