/institutional/perspectives/media/an-attractive-time-to-be-a-fixed-income-investor

“An Attractive Time to Be a Fixed-Income Investor”

Steve Brown, CIO for Fixed Income, Guggenheim Partners Investment Management, joins Bloomberg TV to discuss the latest data and his outlook for bonds.

February 16, 2024

 

 

Key Takeaways:

  • We are less concerned about short-term variations in economic data and stay focused on longer-term trends.
  • Our bias when adding duration is in the belly of the curve.
  • It is a time for attractive total return opportunities and high income.
  • It is also a time to be prudent in credit selection.
  • A higher-for-longer interest rate environment will affect lower quality issuers if it persists for much longer.

 


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VIDEOS 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?

Maria Giraldo, Investment Strategist for Guggenheim Investments, joins Asset TV’s Fixed Income Masterclass.

Macro Markets Podcast 

Macro Markets Podcast Episode 60: Post-FOMC & Post-Election Analysis and Outlook

Steve Brown, Chief Investment Officer for Fixed Income, joins Macro Markets to discuss portfolio strategy and our outlook following the U.S. election and the Fed’s most recent rate cut.







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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 Europe Limited, Guggenheim Partners Japan Limited, and GS GAMMA Advisors, LLC.