/perspectives/media/podcast-39-soft-landing-skepticism

Macro Markets Podcast Episode 39: Soft Landing Skepticism

U.S. Economist Matt Bush and Portfolio Manager Evan Serdensky share the updated outlook following recent economic data. They discuss the likelihood of a soft landing, the possible path of monetary policy, and investment strategy.

August 04, 2023

 

FEATURED PERSPECTIVES

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.

May 02, 2024

Investor’s Guide to Default and Recovery Dynamics

A time for nimble credit selection.


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 52: Fixed-Income Investing for Insurance Companies (and Listener Mail)

Jamie Crapanzano, a member of our insurance portfolio management team, joins the podcast to discuss the distinctive aspects of fixed-income management for insurance companies and provide an update on bond market relative value.







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