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12:36
Credit is the Next Shoe to Drop
Anne Walsh, Chief Investment Officer of Guggenheim Partners Investment Management, joins Bloomberg TV to discuss the latest inflation data, the economic cycle, and portfolio positioning.
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01:14
Guggenheim: Investors Are Fighting the Fed
As recession talks have been replaced with a soft landing narrative, are market participants getting too comfortable? Guggenheim Partners Investment Management CIO Anne Walsh warns that credit may be the next shoe to drop, encouraging investors to remain cautious despite the headline resilience of the U.S. economy.
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55:29
Macro Markets Podcast Episode 38: Value and Nuance in CMBS
Karthik Narayanan, Head of Securitized Credit for Guggenheim Investments, and Tom Nash, a director on our Commercial Mortgage-Backed Securities (CMBS) sector team, join Macro Markets to discuss drivers of performance, current conditions in real estate, and where they are finding value in CMBS and in other types of structured credit.
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42:37
Macro Markets Podcast Episode 24: Yields & Spreads: Are We Getting Paid for Taking Risk in Today’s Market?
Investment Strategist Maria Giraldo takes us through the different fixed-income market sectors to evaluate risk and return prospects. Economist Jerry Cai provides an update on the latest macro data. Also, we answer listener mail.
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34:44
Macro Markets Episode 23: A CIO’s View of the Bond Market
Steve Brown, Chief Investment Officer for Total Return and Macro Strategies for Guggenheim Investments, gives a CIO’s unique perspective on managing portfolios and market dynamics in a complex macro environment. He discusses credit performance, relative value in corporate and structured credit, duration strategy, risk management, and more. Paul Dozier, a Director in the Macroeconomic and Investment Research Group, provides an update on the latest macro data. Also, we answer listener mail.
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44:56
Macro Markets Podcast Episode 22: Investors' Guide to the Fed’s Hard Landing
Brian Smedley, Chief Economist and Head of the Macroeconomic and Investment Research Group, discusses the Fed’s third straight 75 basis point hike and its meaning for the economy and investors.
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34:54
Macro Markets Podcast Episode 21: Measuring Sustainable Infrastructure
Jim Pass, head of project finance for Guggenheim Investments, and Kate Newman from the World Wildlife Fund talk about the most recent research collaboration between Guggenheim and WWF, a survey of infrastructure investors and developers.
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29:20
Macro Markets Podcast Episode 20: For the Fed, the Devil Is in the Data; Agency MBS Update
U.S. Economist Matt Bush discusses the fast-moving economic data, and Managing Director Aditya Agrawal reports on developments in the Agency MBS sector.
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43:30
Macro Markets Podcast Episode 18: Investment-Grade Corporates and the Macro Backdrop
Managing Director Justin Takata discusses the technical and fundamental drivers of value in investment grade corporates, and U.S. Economist Matt Bush addresses recession timing and the possible progression of policy.
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19:58
Macro Markets Podcast Episode 17: Fixed Income in Retirement Plans
Portfolio Manager Adam Bloch discusses market conditions and fixed income in retirement accounts.
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40:34
Macro Markets Podcast Episode 16: Fed Watch: A Deep Dive into 75
Brian Smedley, Guggenheim’s Chief Economist and Head of Macroeconomic and Investment Research, discusses the impact of the Fed’s 0.75% rate hike on markets and the economy.
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23:30
Macro Markets Podcast Episode 15: Mid-Term Election Markets, Currencies, the Neutral Rate
Paul Dozier on how stocks have performed in midterm election years, and head of foreign exchange Cameron Crosby discusses the currency markets
