Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors.

Commentary

The Coming Disinflation

Supply chain disruptions may be a near-term challenge, but base effects will slow inflation next year.

Webinar

Staying on Offense with Fixed Income

Get insight into the current macroeconomic environment and its implications for markets. This informative session will explore why Guggenheim believes the markets’ inflation concerns are overdone, how the Fed’s new framework virtually ensures several years of rates at zero, why investors should own duration and why a strong economy also bodes well for credit. Thoughts on the opening year of the Biden administration and the continuing impact of the COVID-19 pandemic will also be given.

Commentary

Don’t Mistake Rapid Jobs Gains for a Strong Labor Market

Despite a strong March 2021 jobs report, full employment remains far away.

Commentary

Don’t Look Now, But Bond Seasonality Is Turning Bullish

The summer months tend to deliver stronger-than-average returns for bonds.

Commentary

A Successful Green New Deal Will Need Private Partners

A Green New Deal should not be viewed as a big government program, but as an opportunity to reinvent vast swaths of the U.S. economy while pursuing the laudable goal of carbon neutrality

Commentary

The Fed’s Mixed Messaging on the Yield Curve

Fed Chair Jay Powell is giving conflicting guidance to bond investors.

Commentary

Staying on Offense: Fixed-Income Outlook

Even as credit spreads have narrowed, further value remains.

Commentary

A Drunk Man in the Snow: The Random Walk of Interest Rates

Investors’ reach for yield puts downward pressure on 10-year Treasury rates, likely rendering the current yield unsustainable.

Commentary

High-Yield and Bank Loan Outlook - First Quarter 2021

Our positive 2021 economic outlook, combined with better-than-expected company fundamentals, supports strong credit performance and spreads.

Commentary

In the Eye of the Storm

The relative calm we feel in the markets right now isn’t the end of the storm, it is just the eye.

Commentary

The Long Road to Recovery

Scott Minerd, Chairman of Investments and Global CIO, discussed his outlook for markets and the economy with CNBC’s Brian Sullivan during the Milken Institute 2020 Global Conference.

Commentary

The Impact of the Fed’s Corporate Credit Facilities

As a result of the Federal Reserve’s efforts to shore up credit markets, the leveraged credit sector has delivered stellar performance since the lows in March.

Commentary

China Matters More Than Ever

Among the many significant developments in the world that investors should be considering as part of their long-term thinking, one of the issues that concerns me the most is China.

Commentary

A Payroll Tax Holiday Will Put the U.S. Back to Work

The pandemic creates a good opportunity to make Social Security more sustainable.

Commentary

The Fed’s Roadmap

The Fed has increasingly unorthodox policy options if the economy remains mired in a protracted downturn.