Karthik Narayanan, Head of Securitized for Guggenheim Investments, gives a master class in structured credit, including where he is finding attractive absolute and relative value in mortgage-backed securities, asset-backed securities, and collateralized loan obligations. U.S. Economist Matt Bush discusses the resilience of recent economic data and what it means for the Federal Reserve’s inflation fight. (Structured credit is complex and may not suitable for all investors.)
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1Q23 Fixed-Income Sector Views
Valuations have reset after a volatile year.
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1Q23 High-Yield and Bank Loan Outlook
Move up in quality ahead of any recession-driven market volatility.
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Market Commentary: Investors Should Not Expect Much Relief from Volatility
The transition to a world of quantitative tightening will lead to reduced liquidity, capital rationing and persistent swings in asset prices.
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