/perspectives/media/podcast-31-post-fomc-svb-analysis

Macro Markets Podcast Episode 31: Post-FOMC/SVB Analysis 

Matt Bush, Guggenheim Investments U.S. Economist, and Evan Serdensky, a Portfolio Manager on our Total Return team, share their perspectives and outlook following two eventful weeks in markets and the economy. They discuss the future path of monetary policy, the effects of a possible credit crunch, and investment strategy and positioning.

March 27, 2023

 

FEATURED PERSPECTIVES

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.

March 20, 2023

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

The Fed’s next move and beyond.


VIDEOS AND PODCASTS

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

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

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

Macro Markets Podcast 

Macro Markets Podcast Episode 34: Risk/Reward in High Yield/Bank Loans

Tom Hauser, Co-Head of Corporate Credit, discusses his current views on opportunity in leveraged credit. Economist Paul Dozier updates on the latest economic data.







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