Episode 79: 10 Macro Themes Driving Markets in 2026
About this episode
Patricia Zobel discusses macroeconomic themes and investment strategies for 2026.
Patricia Zobel, Head of Macroeconomic Research and Market Strategy, joins Macro Markets to discuss our newly published report, “10 Macro Themes for 2026". From steady but slow growth and disinflation to AI-driven infrastructure investment and intensifying competition, these dynamics create a complex opportunity set favoring active management in fixed-income markets. Related Content: 10 Macro Themes for 2026 Guggenheim Investments’ Macroeconomic Research and Market Strategy Team identifies 10 macroeconomic trends we believe are likely to shape monetary policy and investment performance this year. Read Now Macro Markets: The Investing Outlook for 2026 Anne Walsh joins Macro Markets to discuss portfolio strategy within the context of our 2026 outlook for growth, inflation, monetary policy, private credit, and the impact of AI on markets and the economy. Listen Now Walsh: ‘Expect the Unexpected’ Anne Walsh, CIO of Guggenheim Partners Investment Management, joined CNBC Power Lunch to discuss market conditions and strategies for portfolio protection in a period of policy uncertainty. Watch Now Investing involves risk, including the possible loss of principal. In general, the value of a…
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