/institutional/perspectives/media/markets-should-continue-to-do-well

“Markets Should Continue to Do Well”

Anne Walsh, CIO of Guggenheim Partners Investment Management, joins CNBC Asia for a wide-ranging conversation about risks and opportunities for fixed-income investors in 2024.

February 25, 2024

 

 

Key Takeaways:​

  • The U.S. banking sector will likely experience more consolidation.
  • China will recover, but it won’t regain its dominance as a global economy.
  • The runup to the U.S. presidential election will cause meaningful volatility.
  • Investors should continue to be well-served by investment-grade credit.

 


FEATURED PERSPECTIVES

June 28, 2024

Second Quarter 2024 Quarterly Macro Themes

Research spotlight on what’s next.

May 29, 2024

Second Quarter 2024 Fixed-Income Sector Views

Balancing attractive yields and tight spreads.

May 16, 2024

The Economic Cycle Isn’t Dead, Merely Delayed… And That’s Good for Bonds

Navigating an economic cycle where old patterns don’t seem to apply.


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 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.