The Guggenheim Risk Managed Real Estate Fund seeks to deliver attractive returns while managing the volatility and drawdown risks associated with investing in long only real estate investment trusts (REITs). The Fund pursues this goal by dynamically allocating between a Long Only Strategy and a Market Neutral Strategy and this innovative approach allows the Fund to increase REIT exposure when the real estate outlook is bullish, or decrease when bearish --potentially making the Fund a complete solution for REIT exposure in any market environment.
Financial Times: Don't Fight the U.S. Treasury Bond Rally
August 18, 2014
Global CIO Scott Minerd explains in a Financial Times commentary why Treasury yields may be headed down to 2%.
Morningstar Top Quartile Rankings
July 14, 2014
Fixed Income Funds Earn Morningstar Top Quartile Rankings as of June 30, 2014. Please click link below for details and risks.
High Yield and Bank Loan Outlook
July 8, 2014
High Quality High-Yield in a Maturing Bull Market
Certain areas of leveraged credit are overvalued, particularly CCC-rated bonds and bank loans, but often some of the best profits come in the final phase of a cycle.
Municipal Market Outlook
May 8, 2014
Municipal bonds posted strong returns in the first quarter of 2014 and look set for a strong year amid an improving fiscal and economic situation.
Financial Times: US Rate Rise to Come Sooner Than Later
April 29, 2014
With the US Federal Reserve set to end its quantitative easing programme of large scale asset purchases sometime in late 2014, the debate is turning to the timing of future interest rate increases. Janet Yellen, the Fed’s new chairwoman, has been scattering some clues.
High Yield and Bank Loan Outlook - April 2014
April 10, 2014
High-yield bonds are entering a realm of relative overvaluation but spread compression can nevertheless continue. Low high-yield default rates and continued demand from both individual and institutional investors should drive spreads tighter until default rates rise – something we do not expect will happen until 2016 or beyond.
Fortune: These Bonds Aren’t Peanuts
April 7, 2014
Demand for asset-backed securities (ABS) has come roaring back, since the market crash of 2008. Fortune provides a brief history of ABS, while highlighting some of the unique investment opportunities that Guggenheim has located, including bonds that are collateralized in part by royalties from a popular comic and cartoon series.
Financial Times: Fed History is Key to Bernanke Legacy
January 31, 2014
In an Op-Ed published in the Financial Times, Scott Minerd, Guggenheim’s Chairman of Investments and Global Chief Investment Officer, writes that Ben Bernanke restored the Federal Reserve to its original mandate – avoiding banking crises – but that he has left his legacy firmly in the hands of his successor, Janet Yellen.
Reuters Insight: Guggenheim Partners Wins Bond Investors, Looks to Europe Next
January 16, 2014
Reuters highlights Guggenheim Investments’ fixed income expertise and Guggenheim’s European ambitions, including asset management and real estate investing opportunities.
Guggenheim Investments Announces Final Mutual Fund Distributions
December 6, 2013
On December 5, 2013, Guggenheim Investments announced final mutual fund distributions for all share classes. Distributions for the impacted mutual funds will be updated regularly as Fund information becomes available. This information can be found on each respective Fund’s web page, as well as in the “Distributions” section, located under Mutual Fund Products.
Mutual Fund Product List
View Annual Distributions
View All Distributions
We Must Avoid Seeing The New Arctic Through an Old World Lens
October 26, 2013
It would be easy to think those with a thirst for exploration were born too late — to assume that humanity has already reached every corner of the earth there is to discover. But one region — the Arctic — still contains uncharted mysteries.
Financial Times: Look to ‘Helicopter’ Ben for Clues to Yellen’s Fed
October 24, 2013
What can we expect from a Federal Reserve led by newly nominated chair Janet Yellen? Chairman of Investments and Global chief investment officer Scott Minerd explains in this Financial Times commentary.
Guggenheim grows beyond its insurance roots
August 27, 2013
Guggenheim Investments, known for managing insurance company assets, is luring a more diverse group of institutional clients with its solid investment performance while is raises capital to even expand further.
The ABCs of ABS
August 20, 2013
In the search for yield, ABS offers an opportunity to generate higher returns through rigorous analysis, unaccompanied by additional credit or interest-rate risk.
Forbes: Dodging Disaster
August 2, 2013
Forbes profiles Guggenheim Investments, and the key factors that helped drive the company’s growth.
Mutual Fund Commentaries
Today’s financial markets continue to be turbulent and unpredictable so it is important to be informed about how recent market activity may affect your clients’ financial goals. Let us help you be knowledgeable – click on one of the links below to read our most recent mutual fund commentary.
Guggenheim Investments Announces the Closure and Liquidation of Managed Commodities Strategy Fund
February 20, 2014
On February 13, 2014, the Managed Commodities Strategy Fund Board of Trustees approved the closure and liquidation of the fund.