/perspectives/media/disinflation-and-a-slowing-economy-in-2024

Disinflation and a Slowing Economy in 2024

Anne Walsh, Chief Investment Officer, Guggenheim Partners Investment Management, joins CNBC to discuss the year ahead for fixed-income investors.

January 12, 2024

 

 

Key Takeaways:

  • We continue to expect a mild, if unevenly distributed, recession.
  • CPI came in a little hot, but disinflation trends remain on track.
  • Commercial real estate, particularly office space, is challenged.
  • Higher-quality fixed income and structured credit is the best place to be in the market.

 


FEATURED PERSPECTIVES

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Changing the Correlation Assumptions in the Risk-Based Capital Calculation

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Fourth Quarter 2024 Fixed-Income Sector Views

A good time for active fixed-income management.

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.


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 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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