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How can leaders navigate a world roiled by a host of uncertainties, from the impact of AI to jobs and economies, to an ever-warming world and increasing geopolitical conflicts? They can start by asking the right questions. In this special episode, with interviews recorded in Davos, leaders share what's top of mind for 2026. They give their thoughts on how leaders can navigate the unknown, their strategies to focus on what matters most and the key questions they're looking to answer at the start the year. Featured in this episode: Kristalina Georgieva, Managing Director, International Monetary Fund, the question to help navigate uncertainty Anne Walsh, Chief Investment Officer, Guggenheim Investment Management; Managing Partner, Guggenheim Partners on separating the signal from the noise Sunny Mann, Global Chair, Baker McKenzie, on tapping experts and building for resilience Nicholas Thompson, CEO, The Atlantic, on if we'll see the democratization of AI Jeremy Allaire, Founder and CEO, Circle, on how autonomous work will take shape Nikki Clifton, UPS Foundation, focusing on the right challenge Jonathan Haidt, author The Anxious Generation, on investing on habits for flourishing Suleika Jaouad, author and artist, on valuing meaning over momentum Adam Grant, Wharton Organizational Psychologist, on following the right leaders Jon Batiste, Grammy-winning musician, on making the future we imagine a reality About this epsiode: Transcript: https://www.weforum.org/podcasts/meet-the-leader/episodes/questions-davos-leaders-are-asking-2026 Related story: Davos 2026: 10 questions on leaders' minds https://www.weforum.org/stories/2026/02/davos-2026-10-questions-on-leaders-minds/ Related sessions: Davos 2026: Special address by Ursula von der Leyen, President of the European Commission: https://www.weforum.org/stories/2026/01/davos-2026-special-address-ursula-von-der-leyen/ Davos 2026: Special address by Mark Carney, Prime Minister of Canada https://www.weforum.org/stories/2026/01/davos-2026-special-address-by-mark-carney-prime-minister-of-canada/ Related epsiodes: Meet The Leader: IMF's Kristalina Georgieva on what's next for AI, skills and the global economy https://tinyurl.com/4ptf5ewp Radio Davos: What just happened at Davos 2026 https://open.spotify.com/episode/3vB8W0ljH3VQeHAaf2sCuV
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 2026Guggenheim 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 NowMacro 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 NowWalsh: ‘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 NowInvesting 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...
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.