/institutional/perspectives/media/podcast-38-value-and-nuance-in-cmbs

Macro Markets Podcast Episode 38: Value and Nuance in CMBS

Karthik Narayanan, Head of Structured Credit for Guggenheim Investments, and Tom Nash, a director on our Commercial Mortgage-Backed Securities (CMBS) sector team, join Macro Markets to discuss drivers of performance, current conditions in real estate, and where they are finding value in CMBS and in other types of structured credit.

July 25, 2023

 

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.