Podcast appearances and mentions of anne walsh

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

Anne Walsh, Chief Investment Officer of Guggenheim Partners Investment Management, joins Macro Markets for a look back at the first half of 2025 and shares her outlook on the economy, rates, fiscal policy, monetary policy, and relative value. As we head into the second half of the year, the best approach to navigating the noise of market volatility is to stay focused on the long-term signals, which are positive for active fixed-income management. Follow this link to the March 2025 commentary by Walsh referenced in this episode, titled “Don't Let Policy Volatility Overshadow Market Opportunity.” Related Content:Stay Focused on Macro Themes During Tricky Investment Environment Anne Walsh, CIO of Guggenheim Partners Investment Management, joins Fox Business to discuss Fed policy, rate cuts, and current investment opportunities Watch Now Solving the Core Fixed-Income Conundrum An active, diversified, multisector approach to meeting the total return objectives of core fixed-income management without taking undue risk. Read the Report Macro Markets Episode 70: The Real Opportunity in Real Assets John Tanyeri, Head of Real Assets or Originations, and Matt Lindland, Head of Structured Products, join Macro Markets to review the spectrum of investments in real assets and their place in a diversified portfolio. Listen to Macro MarketsInvesting 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 volatility than those with shorter maturities. High yield and unrated debt securities are at a greater risk of default than investment grade bonds and may be less liquid, which may increase volatility. Private debt investments are generally considered illiquid and not quoted on any exchange; thus they are difficult to value. The process of valuing investments for which reliable market quotations are not available is based on inherent uncertainties and may not be accurate. Further, the level of discretion used by an investment manager to value private debt securities could lead to conflicts of interest.This material is distributed for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy, or investment product, or as investing advice of any kind. This 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. The content contained herein 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 but not necessarily those of Guggenheim Partners or its subsidiaries. The author's opinions 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...

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's Monday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

What is the investment proposition of ‘real assets'? John Tanyeri, Head of Guggenheim Investments' Real Assets Group, and Matt Lindland, Head of Structured Products, join Macro Markets to review the spectrum of investments in the asset class—like infrastructure, commercial real estate, and securitized cash flows from hard assets—and their place in a diversified portfolio. They also discuss how trends like digitalization, decarbonization, deglobalization, and demographic shifts should help drive returns going forward. Related Insights:Notes on Treasury Market Activity Update on our macro and market outlook following recent rate volatility. Read NowAttractive Opportunities in Credit Despite Fiscal Policy volatility Anne Walsh, CIO of Guggenheim Partners Investment Management, talks to Bloomberg TV at the Milken Institute Global Conference about trade, tariffs, taxes, and the future direction of monetary policy. Watch Now Macro Markets Podcast Episode 69: Investing for Insurance Companies: Prepare for the Worst and Expect the Best Jamie Crapanzano of our insurance portfolio management team and Ann Bryant of our insurance strategy team join Macro Markets to discuss issues and trends in fixed-income markets—those that apply to all investors as ell as those that are specific to the industry. Listen to Macro MarketsInvesting 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 volatility than those with shorter maturities. High yield and unrated debt securities are at a greater risk of default than investment grade bonds and may be less liquid, which may increase volatility. Private debt investments are generally considered illiquid and not quoted on any exchange; thus they are difficult to value. The process of valuing investments for which reliable market quotations are not available is based on inherent uncertainties and may not be accurate. Further, the level of discretion used by an investment manager to value private debt securities could lead to conflicts of interest.This material is distributed for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy, or investment product, or as investing advice of any kind. This 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. The content contained herein 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 but not necessarily those of Guggenheim Partners or its subsidiaries. The author's opinions 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

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It is Monday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It is Friday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's Friday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's Tuesday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's Friday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's Friday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's Monday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's Friday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's Monday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's Friday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's Monday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

Kerry-Anne Walsh with an update during the final week of the Australian election campaign.

Early voting is underway in Australia, with voters thinking about Donald Trump and the global economy. Canberra correspondent Kerry-Anne Walsh spoke to Corin Dann.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's Thursday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's Thursday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's Monday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's Friday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's Monday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's Friday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's Friday so we cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

Listen to our weekly political panel with RNZ political editor Jo Moir and New Zealand Herald political editor Claire Trevett.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.