/perspectives/media/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.

October 06, 2022

 

 

Key Takeaways:

  • Key drivers of current market conditions
  • Advantages of active vs. passive in fixed income
  • Risk and relative value by sector
  • Portfolio allocations in the current environment
 

In general, the values of fixed-income investments decline in a rising rate environment, causing their yields to rise. Fixed-income investments are subject to default risk, meaning income is not guaranteed.


FEATURED PERSPECTIVES

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February 22, 2023

First Quarter 2023 Fixed-Income Sector Views

Valuations have reset after a volatile year.


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 30: The Structured Credit Value Proposition Right Now

Karthik Narayanan, Head of Securitized for Guggenheim Investments, gives a master class in structured credit, including where he is finding attractive absolute and relative value in mortgage-backed securities, asset-backed securities, and collateralized loan obligations. U.S. Economist Matt Bush discusses recent economic data and the Federal Reserve’s inflation fighting strategy. (Structured credit is complex and may not be suitable for all investors.)







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