Guggenheim Macro Markets

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.

Justin Takata, Managing Director and Head of Investment Grade Corporate Credit Sector Team; Paul Dozier, Director in the Macroeconomic and Research Group; Adam Bloch, Managing Director and Portfolio Manager discussion with Jay Diamond, Head of Thought Leadership.