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Episode 49: Evaluating Investment-Grade Corporates (and Listener Mail)

Episode 49: Evaluating Investment-Grade Corporates (and Listener Mail)

FromGuggenheim Macro Markets


Episode 49: Evaluating Investment-Grade Corporates (and Listener Mail)

FromGuggenheim Macro Markets

ratings:
Length:
36 minutes
Released:
Mar 11, 2024
Format:
Podcast episode

Description

Justin Takata, Head of our Investment-Grade Sector Team, and Maria Giraldo, Investment Strategist, provide technical and fundamental analysis of the sector, as well as where they are seeing risk and opportunity. We also answer listener mail.Related Content:1Q24 Fixed-Income Sector ViewsInvesting as the Fed prepares to cut rates.Read Fixed-Income Sector ViewsLearning from Turning Points in Monetary PolicyThe case for moving into higher quality fixed income (and out of money markets and equities) while the Fed is paused… and ahead of coming rate cuts. Read Portfolio Strategy Article1Q24 High-Yield and Bank Loan OutlookImplications for credit investors.Read High-Yield and Bank Loan OutlookInvesting involves risk, including the possible loss of principal.This material is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.This material contains opinions of the author or speaker, but not necessarily those of Guggenheim Partners, LLC or its subsidiaries. The opinions contained herein are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information.Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, and GS GAMMA Advisors, LLC.SP 60632
Released:
Mar 11, 2024
Format:
Podcast episode

Titles in the series (52)

Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.