Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors.

Commentary

Market Conditions Favor a Move Up in Credit Quality

Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joined Bloomberg TV in Davos to discuss the outlook for credit as recession nears.

Commentary

Minerd on the Fed and Investing Heading into 2023

Scott Minerd, Global CIO for Guggenheim Partners and Chairman of Guggenheim Investments, joins the year-end episode of Macro Markets on Fed Day for a wide-ranging discussion of the Federal Reserve’s execution of monetary policy, economic conditions, the investment landscape for risk assets, portfolio strategy, and more.

Commentary

Fixed-Income Pain Giving Way to Opportunity

Anne Walsh, Chief Investment Officer for Fixed Income, on the economic and credit cycle, and on risk and opportunity across the fixed-income landscape.

Commentary

Fixed-Income Sector Views

While the path to get us here has been painful, investable yields have the potential to meet the return objectives of pension plans, insurance companies, or other investors that may have been sitting on the sidelines—or taking undue risk within fixed income in a reach for yield.

Commentary

The Jobs Data Trend is Duration’s Friend

October jobs data suggests a cooling labor market.

Commentary

"I Would Not Call This a Pivot Today."

Scott Minerd, Guggenheim Partners Global CIO and Chairman of Guggenheim Investments, joins Bloomberg TV on Fed Day.

Commentary

Weaker Payrolls Will Reward Pent-Up Demand for Fed Pivot

Weakening jobs picture will signal that Fed tightening is working as intended.

Commentary

That Sound You Hear Is the Fed Breaking Something

October will test the Fed’s resolve.

Commentary

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.

Commentary

Credit Yields Look Attractive Despite Rising Recession Risks

Signposts for credit investors as the next recession approaches.

Commentary

Stocks Are in Trouble if S&P Fails to Break Above its 200-day Moving Average

Deeper losses for equities may lay ahead.

Commentary

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.

Commentary

The Inflation Moderation We Expected Should Continue

Lower July CPI inflation is likely the beginning of a trend.

Commentary

"I Blame the Fed’s Forward Guidance for Market Instability"

Scott Minerd, Chairman of Guggenheim Investments and Guggenheim Partners Global CIO joins Bloomberg TV on Fed Day to discuss the Fed’s 75 basis point hike, and signs that the economy is already in recession.

Commentary

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.