Episode 87: The Complexity Premium in Structured Credit: The Opportunity Set Today (Part 2)
About this episode
Karthik Narayanan discusses the complexities and opportunities in structured credit amidst current market conditions.
Investors today are navigating a set of complex macroeconomic, geopolitical, and market forces. Whatever the market conditions, Guggenheim Investments leans in to structured credit as an important allocation in most of our fixed-income strategies. In Part 2 of this episode, Karthik Narayanan, Head of Structured Credit, joins Macro Markets to discuss where we are finding value and risk in today’s market. Related Content: Corporate Credit Quarterly Solid corporate fundamentals continue to anchor our constructive view on credit. Read Now Macro Markets: Portfolio Strategy as Oil Stays Elevated and ‘Regime Change’ Comes to the Fed Insights on the FOMC decision, inflation, and the possible path of oil prices. Listen Now The Advantage of Investing in Real Assets and Infrastructure The dynamic landscape of infrastructure investing offers diverse opportunities across sectors and the risk-return spectrum. Read Report Investing involves risk, including the possible loss of principal. In general, the value of a fixed-income security falls when interest rates rise and rises when interest rates fall. Longer term bonds are more sensitive to interest rate changes and subject to greater…
More episodes of Guggenheim Macro Markets
Explore listener stats, chart rankings, contacts and more on the Guggenheim Macro Markets podcast page.