DiscoverGuggenheim Macro MarketsEpisode 55: Municipal Bonds for the Long Run…and a Bond-Friendly CPI Update
Episode 55: Municipal Bonds for the Long Run…and a Bond-Friendly CPI Update

Episode 55: Municipal Bonds for the Long Run…and a Bond-Friendly CPI Update

Update: 2024-07-15
Share

Description

Allen Li, Head of our Municipal Bond Sector Team, reviews trends, opportunities, and idiosyncratic risk in municipal bonds. And U.S. Economist Matt Bush discusses the implications of the soft June CPI release.

Related Content:

2Q24 Quarterly Macro Themes

Research spotlight on what’s next.

Read Quarterly Macro Themes

2Q24 Fixed-Income Sector Views

Balancing attractive yields and tight spreads.

Read Fixed-Income Sector Views

The Economic Cycle Isn’t Dead, Merely Delayed…And That’s Good for Bonds

Navigating an economic cycle where old patterns don’t seem to apply.

Read Portfolio Strategy Commentary


Investing involves risk, including the possible loss of principal.


This material is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such 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. All content has been provided for informational or educational purposes only and 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 or speaker, but not necessarily those of Guggenheim Partners, LLC or its subsidiaries. The opinions contained herein 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. 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 represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.


SP 61892

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Episode 55: Municipal Bonds for the Long Run…and a Bond-Friendly CPI Update

Episode 55: Municipal Bonds for the Long Run…and a Bond-Friendly CPI Update

Guggenheim Investments