/perspectives/media/companies-with-access-to-capital-are-doing-well

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.

October 11, 2024

 

 

Key Takeaways:

  • A positive environment for corporate bonds
  • 10-year Treasury should stay in a trading range
  • The place to be investing is the belly of the yield curve
  • Outlook for tax policy in 2025

FEATURED PERSPECTIVES

October 10, 2024

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

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

September 26, 2024

Third Quarter 2024 Quarterly Macro Themes

Research spotlight on what’s next.

August 20, 2024

Third Quarter 2024 Fixed-Income Sector Views

Preparing for Expected Rate Cuts


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 57: Post-FOMC Action Plan…and Other Macro Themes

U.S. Economist Matt Bush and Investment Strategist Maria Giraldo discuss the macro and market implications of the Fed’s decision to cut interest rates. They also provide commentary on the latest issue of Quarterly Macro Themes.







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