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Anne Walsh on the Next Big Risk

Anne Walsh, CIO for Guggenheim Partners Investment Management, joins Bloomberg TV for a long-range look at the markets.

August 12, 2024

 

 

Key Takeaways:

  • We are still recovering from the policies and programs of the “Covid echo.”
  • Debt-financed spending and related interest expense is crowding out borrowers and rationing capital. 
  • Capital rationing has resulted in a bifurcated economy with winners and losers.
  • The Fed should have moved faster to bring rates down.
  • Increases in spending and debt is unsustainable in the long run and needs to change.

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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 59: Finding Value Now in ABS, MBS, and CLOs (Plus Listener Mail)

Karthik Narayanan, Head of Structured Credit, joins Macro Markets to discuss what makes the sector an important component of our actively managed fixed-income portfolios and where we are finding value now.







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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.