/institutional/perspectives/media/disinflation-and-a-slowing-economy-in-2024

Disinflation and a Slowing Economy in 2024

Anne Walsh, Chief Investment Officer, Guggenheim Partners Investment Management, joins CNBC to discuss the year ahead for fixed-income investors.

January 12, 2024

 

 

Key Takeaways:

  • We continue to expect a mild, if unevenly distributed, recession.
  • CPI came in a little hot, but disinflation trends remain on track.
  • Commercial real estate, particularly office space, is challenged.
  • Higher-quality fixed income and structured credit is the best place to be in the market.

 


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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.

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Macro Markets Podcast Episode 53: The Wide Opportunity Set in Bonds and Asymmetric Future Fed Policy

It’s been 10 months since the Fed’s last rate hike and Evan Serdensky, Portfolio Manager on our Total Return team, and Matt Bush, our U.S. Economist, join Macro Markets to discuss what’s next for the economy and markets.







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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.