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Portfolio Strategy

Our award-winning fixed-income investment team reports on portfolio management and asset allocation strategies to navigate markets with the goal of maximizing risk-adjusted returns.


 

First Quarter 2022 Market Outlook

Maria Giraldo, CFA, Managing Director, Investment Research, and Evan Serdensky, Director, Portfolio Management, provide our macro and markets outlook.


April 25, 2022

Specialized Teams Evaluate War in Ukraine

Guggenheim’s Investment Process Case Study


March 11, 2022

The ABCs of Asset-Backed Securities (ABS)

Finding value in complexity: The structure, risks, and investor-friendly features of asset-backed securities.


February 22, 2022

The Life Insurance Industry's Investment Conundrums

Insurance company portfolio managers’ most pressing challenge in this era of low rates is how to generate sufficient yield to meet their return objectives.


November 10, 2021

The Risk Mitigation Advantage in Active Fixed-Income Management 

Why active has the potential to outperform passive in fixed income.


May 26, 2021

The Transition Away from Libor

Preparing for the Deadline


May 12, 2021

Note to Insurance Clients on Potential Revisions to Risk-Based Capital Charges

We are concerned by the potential impact of the changes on life insurance companies and are closely monitoring these developments.


March 11, 2021 | Fixed-Income Outlook

Staying on Offense

Even as credit spreads have narrowed, further value remains.


March 11, 2021 | Portfolio Management Outlook

Finding Long-Term Value

Even as credit spreads have narrowed considerably from their widest levels, further value remains.


April 28, 2020

Fixed-Income Crisis Management

As the coronavirus crisis spreads, insurance companies need experienced active fixed-income managers to mitigate risk and seek out opportunity.


March 24, 2020

The Impact of ETFs and Index-Tracking and Passive Strategies on the Fixed-Income Market

There are three key areas where the allocation requirements of passive fixed-income vehicles have an impact on the market.

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