/institutional/perspectives/media/higher-quality-fixed-income-is-the-place-to-be

Higher Quality Fixed Income Is ‘the Place to Be’

Anne Walsh, CIO of Guggenheim Partners Investment Management, joins Bloomberg TV to discuss her outlook for credit markets during a period of political instability.

July 23, 2024

 

 

Key Takeaways:

  • The importance of portfolio diversification and staying higher in credit quality.
  • Investors getting paid to stay conservative in bonds. 
  • Assessing impact on fixed-income markets of the shifting political landscape.
  • Staying vigilant for “gray swans.”
  • Do U.S. debt and deficit conditions matter?

FEATURED PERSPECTIVES

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.

August 20, 2024

Third Quarter 2024 Fixed-Income Sector Views

Preparing for Expected Rate Cuts


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.