Karthik Narayanan, Head of the Structured Credit group for Guggenheim Investments, and Jared Drucker, a Director and senior member of the group, join Head of Thought Leadership Jay Diamond for a timely discussion of ABS, MBS, and CLOs, how the market has been responding to rapidly changing market conditions, and where they are finding value now. Matt Bush, US Economist for Guggenheim Investments, looks under the hood of the latest CPI release and shares his take on the Minutes from the March FOMC meeting.

Steve Brown, Assistant Chief Investment Officer for Guggenheim Investments, discusses the drivers of first quarter market volatility, portfolio management decision making, and the case for bonds now. Also featuring Aditya Agrawal, Head of the Agency MBS Sector Team, and Jerry Cai, a Vice President in the Macroeconomic and Investment Research Group.

Brian Smedley, Chief Economist for Guggenheim Investments and Head of our Macroeconomic and Investment Research Group, joins Jay Diamond, Head of Thought Leadership, to discuss the economic and market impact of the FOMC decision, war in Ukraine, and much more.

Anne Walsh, Guggenheim Investments CIO for Fixed Income, discusses risk, opportunity, and the benefits of active portfolio management. Also featuring Jenny Marler, head of Guggenheim Real Estate, with an update on the retail sector, and Paul Dozier, a director in the Macroeconomic and Investment Research  Group, does a deep dive on developments in Ukraine and recent economic data releases.

An update on the investment grade corporate bond market in the wake of the latest CPI inflation data and the expected removal of monetary policy accommodation. Featuring Justin Takata, Managing Director and Head of Investment Grade Corporate Credit Sector Team, and Paul Dozier, Director in the Macroeconomic and Research Group.

Floating rate assets and credit should perform well as monetary policy changes course. Featuring Matt Bush, U.S. economist and a managing director in our Macroeconomic and Investment Research Group; Adam Bloch, portfolio manager and one of the leaders of our Total Return team; and Karthik Narayanan, managing director and head of Guggenheim’s Structured Credit Team.

Topics include an economic update with a focus on inflation data, a report on the yield curve and rates, and a discussion of sustainable infrastructure. Featuring Tad Nygren, managing director and head of Guggenheim’s Rates Sector Team; Jerry Cai, a vice president in the Macroeconomic and Investment Research Group; and Jim Pass, a senior managing director and head of project finance in conversation with Jay Diamond, Head of Thought Leadership.

Discussion of the economic and market backdrop to today’s Fed decision, and themes for next year. Featuring Assistant Chief Investment Officer Steve Brown and Chief Economist Brian Smedley.

Topics this week include the pace of QE tapering and the omicron variant, fundamentals in municipal bonds, and developments in the bank loan market, which is an important asset class for Guggenheim’s Floating Rate Strategies Fund, which just achieved its 10-year anniversary. Featuring Allen Li, Managing Director and Head of Guggenheim’s Municipal Bond Sector Team; Paul Dozier, a Director in the Macroeconomic and Investment Research Group; and Brian DePaulo, a Director and Portfolio Manager for corporate loan strategies, in discussion with Jay Diamond, Head of Thought Leadership.

In this week’s podcast, our experts discuss recent inflation data and its potential impact on monetary policy, record deal flows in real estate, and the outlook for credit risk and return. Featuring Matt Bush, Director and U.S. economist; Jenny Marler, Senior Managing Director and Head of Guggenheim Real Estate; Maria Giraldo, Managing Director and investment strategist in the Macroeconomic and Investment Research Group in discussion with Jay Diamond, Head of Thought Leadership.