/perspectives/media/fixed-income-to-shine-as-the-fed-ponders-rate-cuts

Fixed Income to Shine as the Fed Ponders Rate Cuts

Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joins Fox Business at Davos to discuss her 2024 investment outlook.

January 16, 2024

 

 

Key Takeaways:

  • The Federal Reserve (Fed) is very sensitive to the Beige Book results, which paint a weak economic picture.
  • The economy has yet to feel the full impact of the Fed’s interest rate hikes.
  • Fixed Income, historically, does well when the Fed is on pause and then starts easing.
  • Large companies have been able to withstand tight financial conditions, but small and mid-sized companies are struggling.
  • Lower quality corporate credit presents some risks.

 


FEATURED PERSPECTIVES

December 03, 2024

Changing the Correlation Assumptions in the Risk-Based Capital Calculation

Planning Begins Now for Life and Annuity Companies

November 19, 2024

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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