/perspectives/media/markets-should-continue-to-do-well

“Markets Should Continue to Do Well”

Anne Walsh, CIO of Guggenheim Partners Investment Management, joins CNBC Asia for a wide-ranging conversation about risks and opportunities for fixed-income investors in 2024.

February 25, 2024

 

 

Key Takeaways:​

  • The U.S. banking sector will likely experience more consolidation.
  • China will recover, but it won’t regain its dominance as a global economy.
  • The runup to the U.S. presidential election will cause meaningful volatility.
  • Investors should continue to be well-served by investment-grade credit.

 


FEATURED PERSPECTIVES

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.

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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