About this episode

The episode discusses the outlook for corporate credit following a volatile first quarter, focusing on investment-grade and high yield bonds.

What is next for corporate credit—investment-grade and high yield corporate bonds and leveraged loans—after a volatile first quarter? Credit fundamentals were sound coming into 2026, and while the U.S. economy has shown resilience, the path of energy prices and geopolitical risk continues to stay elevated. Tom Hauser, Head of Corporate Credit, and Dan Montegari, Head of Research for Corporate Credit, join Macro Markets to help us make sense of these dynamics and their potential impact on corporate credit portfolios and the outlook going forward. Related Content: Successful Investing Means Looking Through the Noise Anne Walsh, CIO of Guggenheim Partners Investment Management, joins CNBC to discuss market dynamics amid geopolitical tensions and why private debt remains a good place to invest. Watch Video Second Quarter 2026 Fixed-Income Sector Views Identifying relative value across the fixed-income market. Read 2Q26 Fixed Income Sector Views The Advantage of Investing in Real Assets and Infrastructure The dynamic landscape of infrastructure investing has diverse opportunities across sectors and the risk-return spectrum. Read Report Investing involves risk, including the possible…

People in this episode

Host: Guggenheim Investments

Guests: Tom Hauser, Dan Montegari

Topics covered

• corporate credit
• investment-grade bonds
• high yield bonds
• leveraged loans
• geopolitical risk
• energy prices

Keywords

• corporate credit
• investment-grade bonds
• high yield bonds
• geopolitical risk
• energy prices
• credit fundamentals
• fixed-income market

Mentioned in this episode

Organizations: Guggenheim Partners Investment Management

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