/perspectives/media/united-states-to-continue-attracting-capital

U.S. Will Continue to Attract Capital

Anne Walsh, CIO of Guggenheim Partners Investment Management, talks to Bloomberg in Davos about her outlook on interest rates, bonds vs equities, and opportunities in real assets.

January 22, 2025

 

 

Key Takeaways:

  • U.S. will continue to see an inflow of capital
  • Structured and corporate credit offer compelling value
  • Opportunity for investments is broadening into real assets
  • Value in infrastructure, manufacturing, and real estate

FEATURED PERSPECTIVES

January 16, 2025

10 Macro Themes for 2025

10 trends that will shape credit markets in 2025.

November 19, 2024

Fourth Quarter 2024 Fixed-Income Sector Views

A good time for active fixed-income management.


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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