/perspectives/media/this-is-a-good-time-for-credit

‘This Is a Good Time for Credit’

Anne Walsh, CIO of Guggenheim Partners Investment Management, talks to Bloomberg TV at the Milken Institute Global Conference about why the Fed’s policy pause is good for fixed-income investors.

May 08, 2024

 

 

Key Takeaways:​

  • Fiscal spending vs. the Fed’s inflation fight
  • Liquidity remains a concern
  • Fed policy impact will be felt… eventually
  • Election cycle volatility is not a concern
  • Keep an eye on commercial real estate

 


FEATURED PERSPECTIVES

April 22, 2025

Second Quarter 2025 Fixed-Income Sector Views

Relative value across the fixed-income market.

April 08, 2025

Notes on Tariff Turbulence

Update on our macro and market outlook following announcement of new tariff and trade policies.

March 25, 2025

Don’t Let Policy Volatility Overshadow Market Opportunity

Long-term signals are positive for fixed income.


Macro Markets


Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.








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