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Think Longer Term Amid Volatility

Anne Walsh, CIO of Guggenheim Partners Investment Management, joins Yahoo Finance to discuss market volatility in a period of elevated policy uncertainty and the opportunities in fixed income.

March 12, 2025

 

 

Key Takeaways:

  • Cooler heads will likely prevail in current markets.
  • Inflation and interest-rate trajectory has slowed but not stalled.
  • Much of current volatility is due to investors’ emotional response to noise.
  • Trendline GDP remains at 2 percent but could help lower inflation if it slows.
  • We see attractive opportunities in manufacturing buildout and infrastructure.

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Macro Markets


Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.








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