/perspectives?page=7


Macroeconomic Research    |   September 15, 2023    

Third Quarter 2023 Quarterly Macro Themes

Research spotlight on what’s next.


Sector Views    |   August 22, 2023    

Corporate Credit Quarterly Insights - August 2023

Market and portfolio update from our Corporate Credit team


Sector Views    |   August 21, 2023    

Third Quarter 2023 Fixed-Income Sector Views

Technical tailwinds support the market.


Sector Views    |   July 19, 2023     |     High-Yield and Bank Loan Outlook

Capital Rationing in Leveraged Credit

Appealing yields and cautious markets.


VIDEO 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?

Are Fixed-Income Investors Being Compensated for the Risks They Are Taking?

Watch Video

Macro Markets Podcast

Jenny Marler, Head of Guggenheim Real Estate, provides insight into the $21 trillion commercial real estate market, especially the office sector, as well as where she is seeing value.

Listen Now


September 15, 2023

Third Quarter 2023 Quarterly Macro Themes

Research spotlight on what’s next.

August 21, 2023

Macroeconomic Update: Strong First Half Doesn’t Negate Recession Concerns

U.S. economic activity has been better than expected, but leading recession indicators still argue for caution.



Portfolio Strategy    |   July 26, 2023    

The Transition Away from Libor: Goodbye Libor

Publication of U.S. dollar Libor ceased on June 30, 2023


Portfolio Strategy    |   June 28, 2023    

Building an Active Fixed-Income Investing Process on a Foundation of Behavioral Finance

Our investment process has shown behavioral science can deliver real-world solutions.


Portfolio Strategy    |   June 07, 2023    

The Risk Mitigation Advantage in Active Fixed-Income Management 

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


Portfolio Strategy    |   May 18, 2023    

Solving the Core Fixed-Income Conundrum

An active, diversified, multi-sector approach to meeting the total return objectives of core fixed-income management without taking on undue risk.


Portfolio Strategy    |   April 03, 2023    

The ABCs of Asset-Backed Securities (ABS)

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


Portfolio Strategy    |   March 08, 2023    

The Science and Art of Risk Management: Liquidity Risk

Good risk management leads to good decision making.


Portfolio Strategy    |   December 08, 2022    

Understanding Collateralized Loan Obligations (CLOs)

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




Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

Investing involves risk, including the possible loss of principal.

Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management. Securities offered through Guggenheim Funds Distributors, LLC.

© Guggenheim Investments. All rights reserved.

Research our firm with FINRA Broker Check.

• Not FDIC Insured • No Bank Guarantee • May Lose Value

This website is directed to and intended for use by citizens or residents of the United States of America only. The material provided on this website is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Investing involves risk, including the possible loss of principal.