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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.


 

Solving the Core Fixed-Income Conundrum

Anne Walsh, Chief Investment Officer for Fixed Income, shares insights on the fixed-income market and explains the Guggenheim approach to solving the Core Conundrum.


July 09, 2018

Solving the Core Fixed-Income Conundrum

Shortening duration, maintaining an investment-grade portfolio, and generating attractive yields do not have to be competing investment objectives for core fixed-income investors.


May 16, 2018

Positioned for Choppier Waters

Fixed-Income Outlook: After several quarters of low volatility, tight spreads, and abundant liquidity, financial conditions are shifting.


February 21, 2018

Walking the Risk Tightrope

Fixed-Income Outlook: Current conditions could persist for some time, but with a possible recession approximately two years away, the time for caution is approaching.


November 13, 2017

A Tight Market Gets Tighter

Fixed-Income Outlook: Prudent investors must look past melt-up conditions to the longer-term outlook.


August 16, 2017

The Best Offense Is a Good Defense

Fixed-Income Outlook: As concerns mount that the market has become vulnerable to near-term shocks, we remain committed to reducing credit risk and spread duration.


August 08, 2017

The ABCs of Asset-Backed Securities (ABS)

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


May 16, 2017

A Time for Caution in Complacent Markets

Fixed-Income Outlook: With credit spreads at or near their peaks, our second quarter 2017 report focuses on economic fundamentals and evolving monetary and fiscal policy.


April 05, 2017

Understanding Collateralized Loan Obligations (CLOs)

Explaining the structure and investor-friendly features of collateralized loan obligations, an often misunderstood sector of structured credit.


February 15, 2017

Fixed-Income Outlook: Assessing Value in a Faith-Based Rally

Our first quarter 2017 report reflects expectations for strong risk-asset performance as President Trump’s economic agenda takes shape.


December 14, 2016

Fixed-Income Outlook: Risk and Relative Value in a Time of Change

In our fourth quarter 2016 report, investment team leaders discuss market conditions heading into a new administration and likely Fed rate hikes.

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