5min chapter

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Episode 30: The Structured Credit Value Proposition Right Now

Guggenheim Macro Markets

CHAPTER

Structured Credit - What's the Difference?

In China February PMIs came a hotter than expected with both manufacturing and services activity showing the economy recovering strongly. Looking forward we expect only a modest recovery in China this year as the end of COVID restrictions is somewhat offset by limited government stimulus and ongoing geopolitical tensions with the U.S. Joining us now is Karthik Narayanan, head of securitized for Guggenheim Investments. He says structured credit offers both good absolute and historical value as well as relative value when you compare to corporates.

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