/institutional/perspectives/media/companies-with-access-to-capital-are-doing-well

Companies with Access to Capital Are Doing Well…and That Is Where We Are Investing

Anne Walsh, CIO of Guggenheim Partners Investment Management, joins Fox Business to discuss her outlook for bonds in an election year and beyond.

October 11, 2024

 

 

Key Takeaways:

  • A positive environment for corporate bonds
  • 10-year Treasury should stay in a trading range
  • The place to be investing is the belly of the yield curve
  • Outlook for tax policy in 2025

FEATURED PERSPECTIVES

November 19, 2024

Fourth Quarter 2024 Fixed-Income Sector Views

A good time for active fixed-income management.

October 10, 2024

Fed Rate Cuts Are Positive for Leveraged Credit (With a Few Caveats)

Effects of rate cuts on high yield bonds may be mixed.

September 26, 2024

Third Quarter 2024 Quarterly Macro Themes

Research spotlight on what’s next.


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.







© Guggenheim Investments. All rights reserved.

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.