/perspectives


Sector Views    |   October 10, 2024     |     High Yield and Bank Loan Outlook

Fed Rate Cuts Are Positive for Leveraged Credit (With a Few Caveats)

Effects of rate cuts on high yield bonds may be mixed.


Macroeconomic Research    |   September 26, 2024    

Third Quarter 2024 Quarterly Macro Themes

Research spotlight on what’s next.


Sector Views    |   August 20, 2024    

Third Quarter 2024 Fixed-Income Sector Views

Preparing for Expected Rate Cuts


Macroeconomic Research    |   August 19, 2024    

Macroeconomic Update: Fed Needs to Act to Prevent Normalization Turning into a Downturn

Shift to Fed easing cycle helps brighten the economic outlook, but risks remain.


Portfolio Strategy    |   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.


VIDEO AND PODCASTS

Companies with Access to Capital Are Doing Well…and That Is Where We Are Investing

Companies with Access to Capital Are Doing Well…and That Is Where We Are Investing

Anne Walsh, CIO of Guggenheim Partners Investment Management, joins Fox Business to discuss her outlook for bonds in an election year and beyond.

Watch Video

Macro Markets Podcast

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.

Listen Now


September 26, 2024

Third Quarter 2024 Quarterly Macro Themes

Research spotlight on what’s next.

August 19, 2024

Macroeconomic Update: Fed Needs to Act to Prevent Normalization Turning into a Downturn

Shift to Fed easing cycle helps brighten the economic outlook, but risks remain.



Portfolio Strategy    |   September 05, 2024    

The Risk Mitigation Advantage in Active Fixed-Income Management 

Why active has the potential to outperform passive in fixed income.


Portfolio Strategy    |   July 19, 2024    

The ABCs of Asset-Backed Securities (ABS)

Finding value in complexity: The structure, risks, and investor-friendly features of asset-backed securities.


Portfolio Strategy    |   December 07, 2023    

Understanding Collateralized Loan Obligations (CLOs)

Explaining the structure and investor-friendly features of collateralized loan obligations, an often misunderstood sector of structured credit.


Portfolio Strategy    |   July 26, 2023    

The Transition Away from Libor: Goodbye Libor

Publication of U.S. dollar Libor ceased on June 30, 2023


Portfolio Strategy    |   June 28, 2023    

Building an Active Fixed-Income Investing Process on a Foundation of Behavioral Finance

Our investment process has shown behavioral science can deliver real-world solutions.


Portfolio Strategy    |   May 18, 2023    

Solving the Core Fixed-Income Conundrum

An active, diversified, multi-sector approach to meeting the total return objectives of core fixed-income management without taking on undue risk.




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