/institutional/perspectives/media/united-states-to-continue-attracting-capital

U.S. Will Continue to Attract Capital

Anne Walsh, CIO of Guggenheim Partners Investment Management, talks to Bloomberg in Davos about her outlook on interest rates, bonds vs equities, and opportunities in real assets.

January 22, 2025

 

 

Key Takeaways:

  • U.S. will continue to see an inflow of capital
  • Structured and corporate credit offer compelling value
  • Opportunity for investments is broadening into real assets
  • Value in infrastructure, manufacturing, and real estate

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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 60: Post-FOMC & Post-Election Analysis and Outlook

Steve Brown, Chief Investment Officer for Fixed Income, joins Macro Markets to discuss portfolio strategy and our outlook following the U.S. election and the Fed’s most recent rate cut.







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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 Wealth Solutions, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Private Investments, LLC.