/perspectives/media/higher-quality-fixed-income-is-the-place-to-be

Higher Quality Fixed Income Is ‘the Place to Be’

Anne Walsh, CIO of Guggenheim Partners Investment Management, joins Bloomberg TV to discuss her outlook for credit markets during a period of political instability.

July 23, 2024

 

 

Key Takeaways:

  • The importance of portfolio diversification and staying higher in credit quality.
  • Investors getting paid to stay conservative in bonds. 
  • Assessing impact on fixed-income markets of the shifting political landscape.
  • Staying vigilant for “gray swans.”
  • Do U.S. debt and deficit conditions matter?

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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