/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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Fourth Quarter 2024 Fixed-Income Sector Views

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October 10, 2024

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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.


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 59: Finding Value Now in ABS, MBS, and CLOs (Plus Listener Mail)

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.







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