/perspectives


Sector Views    |   10 14, 2025    

Fourth Quarter 2025 Fixed-Income Sector Views

Relative value across the fixed-income market.


Macroeconomic Research    |   9 23, 2025    

Third Quarter 2025 Quarterly Macro Themes

Research spotlight on what’s next.


Sector Views    |   8 19, 2025     |     High Yield and Bank Loan Outlook

Evaluating Tariff Impacts on Leveraged Credit Earnings Expectations

Identifying opportunities in higher quality leveraged credit.


Portfolio Strategy    |   3 25, 2025    

Don’t Let Policy Volatility Overshadow Market Opportunity

Long-term signals are positive for fixed income.


VIDEO AND PODCASTS

We Are Caretakers of Our Clients’ Money

Walsh: “We Are Caretakers of Our Clients’ Money”

Anne Walsh, CIO of Guggenheim Partners Investment Management, joins David Rubenstein on “Bloomberg Wealth” to discuss her investing philosophy, the macro and market outlook, and the most valuable lessons she’s learned in her career.

Watch Video

Macro Markets Podcast

Macro Markets Podcast

Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends.

Listen Now


10 14, 2025

Macroeconomic Update: High Income Consumers and AI Investments Fuel Growth

Housing, labor market, and lower income households face challenges.

9 23, 2025

Third Quarter 2025 Quarterly Macro Themes

Research spotlight on what’s next.



Portfolio Strategy    |   9 25, 2025    

The ABCs of Asset-Backed Finance

Finding value in complexity: The structure, risks, and investor-friendly features of asset-backed finance.


Portfolio Strategy    |   7 23, 2025    

Understanding Collateralized Loan Obligations (CLOs)

Explaining the structure and investor-friendly features of collateralized loan obligations, an often misunderstood sector of structured credit.


Portfolio Strategy    |   6 17, 2025    

Solving the Core Fixed-Income Conundrum

An active, diversified, multi-sector approach to meeting the total return objectives of core fixed-income management without taking on undue risk.


Portfolio Strategy    |   9 05, 2024    

The Risk Mitigation Advantage in Active Fixed-Income Management 

Why active has the potential to outperform passive in fixed income.


Portfolio Strategy    |   7 26, 2023    

The Transition Away from Libor: Goodbye Libor

Publication of U.S. dollar Libor ceased on June 30, 2023


Portfolio Strategy    |   6 28, 2023    

Building an Active Fixed-Income Investing Process on a Foundation of Behavioral Finance

Our investment process has shown behavioral science can deliver real-world solutions.




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Investing involves risk, including the possible loss of principal.