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9 mentions found


☆ Buying bonds when the Federal Reserve started cutting rates was a mistake that may soon get bigger
  + stars: | 2024-11-14 | by ( Eric Rosenbaum | ) www.cnbc.com   time to read: +1 min
One of the surest bets when the Federal Reserve began cutting interest rates was for bond prices to rise while yields came under pressure, but that hasn't played out according to plan. This market, which has defied so many historical patterns, has kept the pressure on bond yields up due to a variety of factors, including more persistent concerns about the federal deficit. But her bigger concern remains on the bond side of the markets. She said investors will be "more wary" given the election rally and the pulling forward of expectations about tax cuts and regulation and expectations they will contribute to growth. But it is in the bond market where investors should expect even more volatility.
Persons: hasn't, Donald's Trump, Anne Walsh, Nelson Peltz Organizations: Federal Reserve, Guggenheim Partners Investment Management, CNBC's, Alpha, DA Locations: New York City
☆ Why the market should prepare for inflation to return in Trump second term, according to hedge fund investor David Einhorn
  + stars: | 2024-11-14 | by ( Eric Rosenbaum | ) www.cnbc.com   time to read: +3 min
"We have increased our bets on inflation," he told CNBC's Leslie Picker at CNBC's Delivering Alpha investor summit on Wednesday. "We will have another inflection up in inflation," he said. "The policy mix being proposed is inflationary and we will see more of that over the next few years." The latest CPI data released Wednesday showed inflation in line with market expectations, at 2.6%. There is an argument for tolerating it and trying to run the economy as hot as possible.
Persons: David Einhorn, Donald Trump's, CNBC's Leslie Picker, Einhorn, bearish, Nelson Peltz, Trump, Harris, You've, you've, Anne Walsh Organizations: Greenlight, Alpha, Trump, Maytag, Trian, Guggenheim Partners Investment Management Locations: U.S
☆ Mercer's Olaolu Aganga sees policy risks coming from Trump presidency
  + stars: | 2024-11-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMercer's Olaolu Aganga sees policy risks coming from Trump presidencyOlaolu Aganga, Mercer U.S. Chief Investment Officer; Jo Taylor, CEO of the Ontario Teachers’ Pension Plan; and Anne Walsh, CIO of Guggenheim Partners Investment Management, join CNBC’s Delivering Alpha 2024 to discuss where they are putting their money to work, whether changes in national leadership could impact their investment thesis, and more.
Persons: Aganga, Olaolu Aganga, Jo Taylor, Anne Walsh Organizations: Trump, Mercer U.S, Chief, Ontario, Guggenheim Partners Investment Management, CNBC’s Locations: Mercer
☆ One risk for 2024 is that the Fed has to fight against a 'very stimulative' fiscal policy: CIO
  + stars: | 2024-02-26 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOne risk for 2024 is that the Fed has to fight against a 'very stimulative' fiscal policy: CIOAnne Walsh from Guggenheim Partners Investment Management talks about a bifurcated market and explains how the opposing forces from the Fed and fiscal policy in the U.S. would impact rates.
Persons: Anne Walsh Organizations: Guggenheim Partners Investment Management, Fed Locations: U.S
☆ Inflation should get close to the 2% target by the end of 2024: Guggenheim Partner's Anne Walsh
  + stars: | 2023-09-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInflation should get close to the 2% target by the end of 2024: Guggenheim Partner's Anne WalshAnne Walsh, Guggenheim Partners Investment Management CIO, joins 'Squawk on the Street' to discuss what she is looking for in today's Federal Reserve meeting, how Guggenheim is positioning around the soft landing narrative, and more.
Persons: Guggenheim, Anne Walsh Anne Walsh Organizations: Guggenheim Partners Investment, today's, Reserve, Guggenheim
☆ Fund managers at Milken eye fixed income as stocks, real estate lose luster
  + stars: | 2023-05-02 | by ( Svea Herbst-Bayliss Carolina Mandl | Svea Herbst-Bayliss | Carolina Mandl | ) www.reuters.com   time to read: +4 min
Instead, fixed income, which was unpopular when rates were low, is back in favor and seeing strong capital flows into products like bond funds, said fund managers at the Milken Institute Global Conference this week. Attendees also discussed whether federal regulators should raise FDIC deposit insurance after First Republic Bank was seized and sold to JPMorgan, and how markets will react to even higher interest rates and potentially more market volatility. Others warned that companies will soon have to refinance their debt at higher rates, making them less attractive. Instead, thanks to higher interest rates, fixed income is once again playing a bigger role in portfolios. "The Fed has helped us put the income back in fixed income," said Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management.
☆ Guggenheim CIO: We are predicting the recession to start mid-year
  + stars: | 2023-01-18 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGuggenheim CIO: We are predicting the recession to start mid-yearAnne Walsh, Guggenheim Partners Investment Management CIO, joins 'Squawk Box' to discuss her thoughts on Wednesday's December PPI data, recession, and more.
☆ Watch CNBC's full interview with Guggenheim Partner's Anne Walsh
  + stars: | 2023-01-18 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Guggenheim Partner's Anne WalshAnne Walsh, Guggenheim Partners Investment Management CIO, joins 'Squawk Box' to discuss her thoughts on Wednesday's December PPI data, recession, and more.
☆ Guggenheim Partners chief investment officer Minerd dies at 63
  + stars: | 2022-12-22 | by ( Niket Nishant Davide Barbuscia | Niket Nishant | Davide Barbuscia | ) www.reuters.com   time to read: +3 min
Dec 22 (Reuters) - Scott Minerd, global chief investment officer at investment and advisory firm Guggenheim Partners and a prominent Wall Street bond investor, has died, his firm said on Thursday. During his 25-year stint with Guggenheim, Minerd became a prolific commentator on financial markets and was often quoted by the media. He will be greatly missed by all," Mark Walter, chief executive and a founder of Guggenheim Partners, said in the firm's statement. Guggenheim said it had implemented a succession plan, with Anne Walsh, managing partner and CIO of Guggenheim Partners Investment Management, assuming many of Minerd's responsibilities on an interim basis. Minerd was regarded in the past few years as one of the U.S. "bond kings," along with Jeffrey Gundlach, chief executive of DoubleLine, and Dan Ivascyn, chief investment officer of bond giant PIMCO.
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