Podcast appearances and mentions of anne walsh

Anne Walsh, CIO of Guggenheim Partners Investment Management, 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. In this complex landscape, she makes the case for why she believes now is not a time for sitting on the sidelines.Related Content:The Risk Mitigation Advantage in Active Fixed-Income ManagementWhy active has the potential to outperform passive in fixed incomeRead Now2026 Outlook for Fixed-Income and EquitiesAnne Walsh, CIO of Guggenheim Partners Investment Management, joins CNBC to share her 2026 market outlook and insights on the December Federal Open Market Committee meeting.Watch NowMacro Markets Podcast Episode 77: Agency MBS: From Zero to Hero How Agency MBS shifted in the risk-reward equation and the opportunity going forward.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 to accuracy. No part of this article may be reproduced in any form, or referred to in any other publication, without express written permission of Guggenheim Partners, LLC. 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...

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

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

Australian correspondent Kerry-Anne Walsh.

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

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

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

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

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

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

It's is Monday, so we cross to Australia for our weekly chat with Kerry-Anne Walsh.

It's Friday, so we cross to Australia for our weekly chat with Kerry-Anne Walsh.

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

We crossed the Tasman 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.

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.

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.

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.

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.

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.

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.