Credit is the Next Shoe to Drop
Anne Walsh, Chief Investment Officer of Guggenheim Partners Investment Management, joins Bloomberg TV to discuss the latest inflation data, the economic cycle, and portfolio positioning.
Guggenheim: Investors Are Fighting the Fed
As recession talks have been replaced with a soft landing narrative, are market participants getting too comfortable? Guggenheim Partners Investment Management CIO Anne Walsh warns that credit may be the next shoe to drop, encouraging investors to remain cautious despite the headline resilience of the U.S. economy.
Macro Markets Podcast Episode 38: Value and Nuance in CMBS
Karthik Narayanan, Head of Securitized Credit for Guggenheim Investments, and Tom Nash, a director on our Commercial Mortgage-Backed Securities (CMBS) sector team, join Macro Markets to discuss drivers of performance, current conditions in real estate, and where they are finding value in CMBS and in other types of structured credit.
The Impact Executive: Business Leadership
The Impact Executive series highlights private sector leaders for social good. JR Kerr, CEO of Handshake, joins Dina DiLorenzo, COO & Managing Director of Guggenheim Investments, to discuss how expectations on business leadership are going beyond delivering value to shareholders.
The Rise of ESG Investing
The Global Goals Studio discusses the importance of ESG factors and metrics in the investment community, featuring: Karen Fang, Global Head of Sustainable finance for Bank of America Jim Pass, Senior Managing Director of Guggenheim Partners Meghan Starr, Global Head of Impact for the Carlyle Group Richard Mattison, Chief Executive at Trucost, S&P Global