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Guggenheim Macro MarketsGuggenheim Macro MarketsEpisode 71: Midyear Outlook—Taking and Avoiding Risk in a Volatile Market and Uncertain WorldAnne 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:...2025-07-0136 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 70: The Real Opportunity in Real AssetsWhat 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 volat...2025-06-1828 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 68: Private Debt Update: Don’t Shy Away from VolatilityJoe McCurdy and Rusty Parks join Macro Markets to review the drivers of value in the $1.7 trillion private debt market and how today’s market uncertainty can lead to investment opportunitiesRelated Content:Second Quarter 2025 Fixed-Income Sector Views Relative value across the fixed-income market. Read Second Quarter 2025 Fixed-Income Sector Views Notes on Tariff TurbulenceUpdate on our macro and market outlook following announcement of new tariff and trade policies.Read Notes on Tariff TurbulenceMa...2025-05-0230 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 67: Outlook and Strategy After the Tariff Gray SwanSteve Brown, CIO for Fixed Income, and Patricia Zobel, Head of Macroeconomic Research and Market Strategy, join Macro Markets to review the tariff-related paradigm shift in trade policy, and update our macro outlook, risk assessment, and portfolio strategy as the market volatility unfolds.Related Content:Notes on Tariff TurbulenceUpdate on our macro and market outlook following announcement of new tariff and trade policies.Read Portfolio Strategy Commentary Don’t Let Policy Volatility Overshadow Market OpportunityLong-term signals are positive for fi...2025-04-1539 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 66: Asset-Backed Finance: The Evolution of a Portfolio MainstayKarthik Narayanan joins Macro Markets to discuss the evolution of asset-backed finance, the role it plays in a diversified fixed-income portfolio, and current market dynamics and opportunities.Related Content:Don’t Let Policy Volatility Overshadow Market OpportunityLong-term signals are positive for fixed income. Read CIO Outlook 1Q 2025 High Yield and Bank Loan OutlookReframing tight spreads in leveraged credit. Read High Yield and Bank Loan OutlookMacro Markets Podcast Episode 65: Macro and Micro Vi...2025-03-2737 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 63: Post-Inauguration/Post-FOMC Analysis—Into the Known UnknownThe new administration has hit the ground running, the Fed held rates steady at its last policy meeting, and markets have been volatile. Matt Bush, our U.S. economist, and Evan Serdensky, Portfolio Manager on our Total Return team, join Macro Markets to discuss evolving economic and investing conditions, as well as recent A-.I.-related volatility.Related Insights:10 Macro Themes for 202510 trends that will shape credit markets in 2025. Read 10 Macro ThemesMacro Markets Podcast Episode 62: 10 Macro Themes for 2025 (and a Quick Fed...2025-02-0430 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 62: 10 Macro Themes for 2025 (and a Quick Fed Update)Patricia Zobel, Head of our Macroeconomic Research and Market Strategy Group, joins Macro Markets to discuss the top 10 Macro Themes we believe will shape monetary policy and investment performance this year. She also discusses December economic data releases, the incoming Trump administration, and the future path of Fed policy.10 Macro Themes for 202510 trends that will shape credit markets in 2025. Read 10 Macro Themes1Q25 Fixed-Income Sector ViewsPlanning begins now for Life and Annuity companies.Read Fixed-Income Sector ViewsThe Power of Private...2025-01-2325 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 61: Fixed-Income Investing in 2025—the CIO’s Playbook in a Time of ChangeAnne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joins Macro Markets after the Fed’s December rate cut to discuss her 2025 economic outlook, and how she navigates heightened uncertainty amid potentially sweeping changes in government policies that could significantly affect economic growth, inflation, and the outlook for certain sectors. Related Content: 4Q24 Fixed-Income Sector ViewsA good time for active fixed-income management. Read Fixed-Income Sector Views 4Q24 High Yield and Bank Loan OutlookEffects of rate cuts on high yield bonds may be mixed. ...2024-12-2331 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumLearn more about the exhibition from its curator, Mariët Westermann.Mariët Westermann, Director and CEO, Solomon R. Guggenheim Museum introduces the exhibition. Transcript Mariët Westermann: Hello, I am Mariet Wëstermann. I’m the Director and CEO of the Solomon R. Guggenheim Museum, and I’m also the curator of this special exhibition, "Piet Mondrian: Ever further." Piet Mondrian is one of my favorite artists of all time, so I’m really glad that you came.  When I had this thought of doing a small Mondrian focus show, I thought, “Well, everyone must know this art.” Then I realized that even perhaps my own children, who are grown up now, might...2024-11-2103 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 60: Post-FOMC & Post-Election Analysis and OutlookSteve Brown, Chief Investment Officer for Fixed Income, joins Macro Markets to discuss portfolio strategy and our outlook following the  U.S. election and the Fed’s most recent rate cut.Related Content: 4Q24 High Yield and Bank Loan OutlookEffects of rate cuts on high yield bonds may be mixed. 3Q24 Quarterly Macro ThemesResearch spotlight on what’s next.Companies with Access to Capital are Doing Well…and That is Where We Are Investing Anne Walsh, CIO of Guggenheim Partners Investment Management, joins Fox Bus...2024-11-1323 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 58: What the Rates Market is Telling UsTad Nygren, Head of Governments and Agencies, joins the podcast to offer insights on the market’s reaction to the Fed’s recent rate cut, economic data releases, and what may come next. Related Content:4Q24 High Yield and Bank Loan OutlookEffects of rate cuts on high yield bonds may be mixed.High Yield and Bank Loan Outlook3Q24 Quarterly Macro ThemesResearch spotlight on what’s next.Read Quarterly Macro ThemesHigher Quality Fixed Income is ‘the Place to Be’2024-10-1622 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 57: Post-FOMC Action Plan…and Other Macro ThemesU.S. Economist Matt Bush and Investment Strategist Maria Giraldo discuss the macro and market implications of the Fed’s decision to cut interest rates. They also provide commentary on the latest issue of Quarterly Macro Themes.Related Content:3Q24 Quarterly Macro ThemesResearch spotlight on what’s next.Read Quarterly Macro Themes3Q24 High Yield and Bank Loan OutlookRelatively low distress ratios suggest manageable default rates down the road. High Yield and Bank Loan Outlook2024-09-2622 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumMeet 2024 Guggenheim Poet-in-Residence Meg DayMeg Day shares their relationship with poetry and their goals for the residency. Transcript Meg Day: Well, it's such an exciting time (laughs). It's really, really thrilling to imagine welcoming signing poets, deaf poets into the Guggenheim to, to engage with and, and respond to the art and the architecture, especially as part of a, a community that doesn't often have, like, a place to gather, right, doesn't have, like, a creative hub. I'm Meg Day, the Guggenheim Museum's 2024 Poet-in-Residence. I've long found a challenge with the limitations of the printed page, because of ASL and the way that deaf...2024-09-1103 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumDescription of Installation for the Solomon R. Guggenheim Museum, 1989/2024Access a slow-looking exercise of this work. Transcript Narrator: "Installation for the Guggenheim" by Jenny Holzer is an artwork originally shown at the Guggenheim Museum in 1989, then again in 2024.  Inside the museum’s iconic rotunda, bright LEDs, or light-emitting diodes, hang along the edge of the spiraling ramp, facing the center of the cavernous space. The sharp light of the LEDs disrupts the otherwise soft, natural light entering the space from the oculus and ground floor windows.  The LEDs emit a single line of digital text from a black electronic-display signboard, which is attached to the face of the ramp’s spir...2024-08-0705 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumDescription of For the Guggenheim, 2008/2024Access a slow-looking exercise of this work. Transcript Narrator: Jenny Holzer’s work titled "For the Guggenheim" is one in a series of site-specific light projections. It was originally shown at the Guggenheim Museum in 2008 and then again in 2024. Projected onto the museum’s facade are lines of large text in bright white letters. The darkened evening hours emphasize their brightness against the building’s grayed appearance. The text scrolls slowly upward in stacked rows; eventually each row disappears into the night sky above as new text rises from the ground below.   The projections come from two angles along Fifth Avenue...2024-08-0703 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 56: Bond Market Insights from a Fed InsiderPatricia Zobel, Head of Macroeconomic Research and Market Strategy, updates our outlook following the strong market response to the July FOMC decision and jobs report. She also draws from her experience with the Fed’s System Open Market Account, one of its most critical operating functions, to share insights on the Fed’s balance sheet management.Related Content:3Q24 High Yield and Bank Loan OutlookRelatively low distress ratios suggest manageable default rates down the road. High Yield and Bank Loan OutlookHigher Quality Fixed Income is ‘...2024-08-0623 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 55: Municipal Bonds for the Long Run…and a Bond-Friendly CPI UpdateAllen 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 ThemesResearch spotlight on what’s next.Read Quarterly Macro Themes2Q24 Fixed-Income Sector ViewsBalancing attractive yields and tight spreads.Read Fixed-Income Sector ViewsThe Economic Cycle Isn’t Dead, Merely Delayed…And That’s Good for BondsNavigating an economic cycle where ol...2024-07-1522 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 54: Make Room for High YieldSporting historically attractive yields and relatively healthy credit fundamentals, high yield bonds offer a compelling entry point. Dan Montegari, Head of Research for our Corporate Credit team, and John Walsh, Head of High Yield Trading, discuss credit spreads, default rates, market technicals, and other factors driving their team’s constructive views on risk and opportunity in leveraged credit. Related Content:2Q24 High Yield and Bank Loan OutlookA time for nimble credit selection.Read High-Yield and Bank Loan Outlook2Q24 Corporate Credit Quarterly InsightsMarket and portfolio up...2024-06-1426 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumInformazioni sulle origini della mostra.La curatrice Lauren Hinkson parla della mostra e del lavoro dell'artista. Transcript Lauren Hinkson: Benvenuti alla mostra "Jenny Holzer: Linea di luce". Sono Lauren Hinkson, curatrice associata per le Collezioni qui al Guggenheim. Da oltre quarant'anni l'artista concettuale americana Jenny Holzer presenta le sue idee taglienti, le sue motivazioni e le sue preoccupazioni in spazi pubblici e mostre internazionali. Lo fa attraverso il linguaggio. Che si tratti di targhe, manifesti o preservativi, l'incisiva attività testuale di Holzer si affida al potere esplosivo della parola scritta. Le opere toccano alcune delle questioni e dei temi più scottanti del nostro tempo, dalla gi...2024-06-1303 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumConozca los orígenes de la exposición.La curadora Lauren Hinkson comparte sus conocimientos sobre la exposición y la práctica de la artista. Transcript Lauren Hinkson: Les damos la bienvenida a la exposición "Jenny Holzer: Línea de luz". Soy Lauren Hinkson, curadora asociada de colecciones aquí en el Guggenheim. Por más de cuarenta años, la artista conceptual estadounidense Jenny Holzer ha presentado sus ideas ácidas, sus argumentos y sus penas en lugares públicos y exposiciones internacionales. Su medio es el lenguaje. Ya sea sobre una placa, un cartel o un condón, la incisiva práctica de Holzer basada en el texto ap...2024-06-1303 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 53: The Wide Opportunity Set in Bonds and Asymmetric Future Fed PolicyIt’s been 10 months since the Fed’s last rate hike, and Evan Serdensky, Portfolio Manager on our Total Return team, and Matt Bush, our U.S. Economist, join Macro Markets to discuss what’s next for the economy and markets. Related Insights:The Economic Cycle Isn’t Dead, Merely Delayed…And That’s Good for BondsNavigating an economic cycle where old patterns don’t seem to apply.Read CIO Commentary“This Is a Good Time for Credit”Anne Walsh, CIO of Guggenheim...2024-05-2025 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumIntroduction to Jenny Holzer: Light LineLearn more about the origins of the exhibition from curator Lauren Hinkson. Transcript Lauren Hinkson: Welcome to the exhibition "Jenny Holzer: Light Line." I’m Lauren Hinkson, the Associate Curator for Collections here at the Guggenheim. For more than forty years, American conceptual artist Jenny Holzer has presented her astringent ideas, arguments, and sorrows in public places and international exhibitions. Her medium is language. Whether inscribed on a plaque, poster, or condom, Holzer’s incisive text-based practice draws on the explosive power of the written word. The work tackles some of the most pressing issues and themes of our time—from c...2024-05-1603 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 52: Fixed-Income Investing for Insurance Companies (and Listener Mail)Jamie Crapanzano, a member of our insurance portfolio management team, joins the podcast to discuss the distinctive aspects of fixed-income management for insurance companies and provide an update on bond market relative value. Related Insights:1Q24 Quarterly Macro ThemesResearch spotlight on what’s next.Read Quarterly Macro Themes2024 Election Uncertainty Could Drive Fixed-Income OutperformanceRising economic policy and geopolitical uncertainty may favor higher quality fixed income in this election year.Read Portfolio Strategy CommentaryLearning from Turning Po...2024-05-0624 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 51: What's Holding Up Inflation…And Other Macro ThemesMatt Bush, Guggenheim Investments’ U.S. Economist, and Maria Giraldo, Investment Strategist, join the Macro Markets podcast to discuss our newly published Quarterly Macro Themes for 1Q 2024 and provide an update to our baseline views on the economy. Related Insights:1Q24 Quarterly Macro ThemesResearch spotlight on what’s next.Read Quarterly Macro Themes2024 Election Uncertainty Could Drive Fixed-Income OutperformanceRising economic policy and geopolitical uncertainty may favor higher quality fixed income in this election year.Read Portfolio Strategy CommentaryLear...2024-04-1025 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 50: Investing in Private DebtPrivate debt is one of the fastest growing sectors in the capital markets, and perhaps one of the most misunderstood. Joe McCurdy, Head of Origination on our Private Debt team, joins Macro Markets to explain how the sector has grown to be a robust capital option to banks, broadly syndicated loans, and bonds. Tune in (or read the transcript!) for his take on the investment opportunity and risks right now and his outlook for the sector. Related Content:1Q24 Fixed-Income Sector ViewsInvesting as the Fed prepares to cut rates.Read...2024-03-2523 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 49: Evaluating Investment-Grade Corporates (and Listener Mail)Justin Takata, Head of our Investment-Grade Sector Team, and Maria Giraldo, Investment Strategist, provide technical and fundamental analysis of the sector, as well as where they are seeing risk and opportunity. We also answer listener mail.Related Content:1Q24 Fixed-Income Sector ViewsInvesting as the Fed prepares to cut rates.Read Fixed-Income Sector ViewsLearning from Turning Points in Monetary PolicyThe case for moving into higher quality fixed income (and out of money markets and equities) while the Fed is paused… and ahead of coming rate cu...2024-03-1136 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 48: Why We Like Structured CreditKarthik Narayanan, Head of Structured Credit for Guggenheim Investments, and Danny Gibbs, a portfolio manager on our Total Return team, join Macro Markets to give an overview of the structured credit market.Related Insights:Learning from Turning Points in Monetary PolicyThe case for moving into higher-quality fixed income (and out of money markets and equities) while the Fed is paused and a head of coming rate cuts.Read Portfolio Strategy Commentary1Q24 High-Yield and Bank Loan OutlookImplications for credit investors....2024-02-2047 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 47: Investing as the Fed Prepares to Start Rate CutsEvan Serdensky, Portfolio Manager on our Total Return team, and Matt Bush, our U.S. Economist, join Macro Markets to discuss the latest FOMC meeting and the January jobs report, update our monetary policy outlook, and review relative value in the fixed-income market.Related Insights:Learning from Turning Points in Monetary PolicyThe case for moving into higher-quality fixed income (and out of money markets and equities) while the Fed is paused and a head of coming rate cuts.Read Portfolio Strategy Commentary1...2024-02-0631 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumObtenga más información sobre los orígenes y los temas de la exposición.Acompañe a la curadora Ashley James mientras comparte información sobre los orígenes de la exposición durante una grabación en directo del podcast "Art from the Outside" (El arte desde afuera) junto con la copresentadora Amitha Raman. Transcript Ashley James: Les damos la bienvenida a la primera muestra de "Hacia la oscuridad: la figura contemporánea en el límite de la visibilidad." Me llamo Ashley James y soy curadora asociada de arte contemporáneo del Museo Guggenheim y curadora de Hacia la oscuridad. Antes de que se inaugurara la exposición, hablé acerca de la muestra ante...2024-02-0105 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 46: A Deeper Dive into Our 11 Macro Themes for 2024Matt Bush, Guggenheim Investments’ U.S. Economist, and Maria Giraldo, Investment Strategist, join the Macro Markets podcast to discuss our top 11 Macro Themes likely to shape monetary policy and investment performance this year. Related Insights:11 Macro Themes for 202411 trends that will shape credit markets in 2024. Read 11 Macro ThemesPolicy Conditions Are Tighter Than They AppearAnne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joins CNBC to discuss Federal Reserve policy and its effect on credit markets heading into 2024....2024-01-2327 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 45: Macro and Market Outlook for 2024Anne Walsh, CIO for Guggenheim Partners Investment Management, joins Macro Markets to discuss opportunities and risks in what promises to be an eventful 2024. A weakening economy, pivoting monetary policy, volatile geopolitics, and a presidential election form the backdrop that is tailor-made for active fixed-income management.Related Content:Policy Positions Are Tighter Than They AppearAnne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joins CNBC to discuss Federal Reserve policy and its effect on credit markets heading into 2024.Watch Video4Q23 Fixed-Income...2024-01-0834 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumAcerca de “El Guggenheim de la A a la Z”Aprenda más sobre la creación de esta serie de grabaciones de audio y sobre cómo puede participar en futuros proyectos como este. Transcript Narrator: Hola, le damos la bienvenida a "El Guggenheim de la A a la Z." Esta entrega presenta una serie de conversaciones personales y distendidas entre profesionales que ocupan distintos puestos en el Museo Guggenheim. Megan Fontanella: Me llamo Megan Fontanella y soy curadora de arte moderno y procedencia del Guggenheim. Jennifer Yee: Hola, soy Jennifer Yee. Soy directora asociada de programas públicos del Museo Guggenheim.  Duke Dang: Me llamo Duke Dang y soy di...2023-11-3003 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumEl globalismo en el arte contemporáneo en el GuggenheimLa curadora asociada Xiaoyu Weng y la directora de programas públicos Jennifer Yee hablan sobre El efecto Francisco, de Tania Bruguera, y sobre otras obras que ilustran cómo el globalismo se interrelaciona con el arte y se refleja en él. Transcript Narrator: Hola, le damos la bienvenida a "El Guggenheim de la A a la Z." “Globalismo” se refiere a las conexiones que abarcan países y continentes. Como factor económico, ha alterado la circulación del dinero, el comercio de bienes y la interacción entre culturas. En el mundo del arte, el globalismo ha catalizado prácticas e...2023-11-3012 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumDe lo espiritual en el GuggenheimEl curador asistente David Horowitz y el director de programas públicos Alan Siese conversan sobre la fundación del museo como “templo del espíritu” y sobre artistas que exploran la espiritualidad en su obra, como Hilma af Klint, Mark Rothko y Danh Vo. Transcript Narrator: Hola, le damos la bienvenida a "El Guggenheim de la A a la Z." Cuando Hilla Rebay, cofundadora y primera directora del Museo Guggenheim, encargó al arquitecto Frank Lloyd Wright que construyera una sede permanente para lo que entonces se llamaba Museo de arte no objetivo, ella quería que este fuera “un templo del...2023-11-3016 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumEl arte del performance versus las artes escénicasLa curadora asistente X Zhu-Nowell y Duke Dang, director general de la serie sobre artes escénicas Obras y procesos del Guggenheim, analizan los entresijos del arte del performance y las artes escénicas. Transcript Narrator: Hola, le damos la bienvenida a "El Guggenheim de la A a la Z." Cuando escuchamos la palabra “performance”, pensamos inmediatamente en las artes escénicas, una modalidad artística probablemente tan antigua como la cultura misma. Aunque el arte del performance implica actuación, se presenta de un modo radicalmente distinto, especialmente en el contexto del museo.  En esta conversación, X Zhu-Nowell, curador y Du...2023-11-3013 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumLa spiritualità al GuggenheimL’assistente curatore David Horowitz e il responsabile dei Programmi pubblici Alan Siese parlano della fondazione del museo come di un “tempio dello spirito” e di artisti i cui lavori intendono esplorare la spiritualità, come Hilma af Klint, Mark Rothko e Danh Vo. Transcript Narrator: Salve e benvenuti a "Guggenheim dalla A alla Z." Quando Hilla Rebay, cofondatrice e prima direttrice del Guggenheim Museum, commissionò all’architetto Frank Lloyd ​​Wright la costruzione di una sede permanente per quello che all’epoca era noto come Museo dell’arte non-oggettiva, voleva che fosse un “tempio dello spirito”. La sua idea era che i visitatori potessero...2023-11-3017 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumEl globalismo en el arte contemporáneo en el Guggenheim"El Guggenheim de la A a la Z" reúne una serie de conversaciones que exploran temas fundamentales tanto para el Guggenheim como para el panorama del arte moderno y contemporáneo en general. Estas grabaciones abordan conceptos que el visitante puede encontrarse al explorar el Guggenheim, como la no objetividad, la práctica social, la identidad, el arte del performance, el arte procesual, la espiritualidad y el globalismo, y su intención es aportar una mayor comprensión de la historia y de la colección del museo. En cada episodio se escuchan las voces de dos profesionales de los di...2023-11-3012 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumArte non-oggettiva, Hilla Rebay e la nascita del GuggenheimLa curatrice Megan Fontanella e lo specialista in comunicazione Stephen Grant parlano delle origini del museo e dell’impegno della prima direttrice Hilla Rebay per l’arte non-oggettiva. Transcript Narrator: Salve e benvenuti a "Guggenheim dalla A alla Z." Prima che diventasse l’istituzione che tutti noi oggi conosciamo, il Guggenheim Museum era noto come “Museo della pittura non-oggettiva”. Fu fondato inizialmente dal magnate Solomon R. Guggenheim nel 1939, con il supporto dell’artista Hilla Rebay, che ne divenne la prima direttrice. Sotto la sua guida la collezione di opere d’arte del Guggenheim crebbe, concentrandosi sempre più su tendenze astratte o non-oggettive...2023-11-3012 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumPratiche sociali e "Giochi primitivi" di Shaun Leonardo, 2017–2018Il curatore Nat Trotman e la formatrice Sharon Vatsky parlano di pratiche sociali come forma d’arte e dell’opera di Shaun Leonardo, Giochi primitivi, un recente progetto del Guggenheim che ha richiamato la partecipazione del pubblico. Transcript Narrator: Salve e benvenuti a Guggenheim dalla A alla Z. Poiché mettono assieme performance, arte visiva e osservazioni sociali, le pratiche sociali sono una forma d’arte contemporanea fondata sull’impegno e la partecipazione della comunità. In questo episodio il curatore Nat Trotman e la formatrice Sharon Vatsky parlano delle pratiche sociali e spiegano quando ha fatto la sua apparizione questa forma d’arte par...2023-11-3010 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumIdentità nell’arte e negli archiviLa collega curatrice Ksenia Soboleva e l’archivista Tali Han discutono della famosa mostra del Guggenheim “Una Rosa è una Rosa è una Rosa” e di come gli aspetti relativi all’identità influenzino l’atto dell’archiviazione. Transcript Narrator: ​​Salve e benvenuti a "Guggenheim dalla A alla Z." Negli ultimi decenni, la condizione di come ci identifichiamo, attraverso la lente del genere, della cultura e dell’orientamento sessuale, si è andata via via evolvendo. I confini sono stati sfumati, le distinzioni sono state messe in discussione e sono state esplorate alternative. Questa profonda trasformazione della società è stata riflessa ed evidenziata dall’arte. In questo episodio la curatri...2023-11-3011 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumProcess Art ed "Espansione espansa" di Eva Hesse, 1969La conservatrice della sezione Oggetti Esther Chao e il capo tecnico Derek Deluco raccontano come si stanno preparando per esibire in futuro "Espansione espansa" di Eva Hesse. Transcript Narrator: Salve e benvenuti a "Guggenheim dalla A alla Z." La process art è ciò che sembra: un’arte che cerca di mettere in evidenza i processi o i materiali impiegati da un artista per realizzare l’opera. In questo episodio il capo tecnico Derek DeLuco e la conservatrice Esther Chao discutono i fondamenti della process art, evidenziando le sfide che i musei devono affrontare nell’esporre questo tipo di opere. Parlano di un’opera...2023-11-3012 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumPerformance Art vs Arti performativeL’assistente curatrice X Zhu-Nowell e Duke Dang, direttore generale della serie Lavori e Processi delle arti performative del Guggenheim, tratta le sfumature della performance art e delle arti performative. Transcript Narrator: Salve e benvenuti a "Guggenheim dalla A alla Z." Quando sentiamo la parola “performance”, pensiamo immediatamente alle arti dello spettacolo, una forma d’arte forse antica quanto la cultura stessa. Pur implicando l’esibizione, la performance art si presenta in modo radicalmente diverso, soprattutto in ambito museale. In questa conversazione ​​il curatore X Zhu-Nowell e Duke Dang di Lavori e Processi analizzano le differenze tra performance art e arti performat...2023-11-3012 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumArte no objetivo, Hilla Rebay y la formación del GuggenheimLa curadora Megan Fontanella y el especialista en comunicación Stephen Grant conversan sobre los orígenes del museo y la dedicación al arte no objetivo de su primera directora, Hilla Rebay. Transcript Narrator: Hola, le damos la bienvenida a "El Guggenheim de la A a la Z." Antes de que el Museo Guggenheim se convirtiera en la institución que hoy conocemos, se llamaba el Museo de arte no objetivo. Lo fundó en 1939 el empresario Solomon R. Guggenheim con la ayuda de la artista Hilla Rebay, que fue la primera directora del museo. Siguiendo las recomendaciones de Hilla Rebay...2023-11-3012 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumLa práctica social y la obra de Shaun Leonardo "Juegos primitivos," 2017-2018El curador Nat Trotman y la educadora Sharon Vatsky hablan sobre la práctica social como forma artística y sobre la obra de Shaun Leonardo "Juegos primitivos," un reciente proyecto del Guggenheim que contó con la participación del público. Transcript Narrator: Hola, le damos la bienvenida a "El Guggenheim de la A a la Z." La práctica social es una forma de arte contemporáneo que fusiona el performance, las artes visuales y la crítica social y que se basa en la conexión y la participación de la comunidad. En este episodio, el curador Na...2023-11-3008 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumLa identidad en el arte y en los archivosKsenia Soboleva, becaria del programa de curaduría, y la archivista Tali Han dialogan sobre la emblemática exposición del Guggenheim "Rrosa es una Rrosa es una Rrosa" y sobre cómo las cuestiones relativas a la identidad influyen en el acto de archivar. Transcript Narrator: Hola, le damos la bienvenida a "El Guggenheim de la A a la Z." En las últimas décadas, la cuestión de cómo nos identificamos a nosotros mismos, a través del lente del género, la cultura y la orientación sexual, ha evolucionado. Se han difuminado los límites, se han cuest...2023-11-3012 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumEl arte procesual y la obra de Eva Hesse "Expansión expandida," 1969La conservadora Esther Chao y el técnico sénior Derek Deluco comentan cómo están preparando la obra "Expansión expandida" de Eva Hesse para exponerla en el futuro. Transcript Narrator: Hola, le damos la bienvenida a "El Guggenheim de la A a la Z." Arte procesual es, tal y como su nombre lo indica, el arte que trata de poner de relieve los procesos o materiales empleados por un artista para realizar su obra. En este episodio, el técnico sénior Derek DeLuco y la conservadora Esther Chao hablan sobre los fundamentos del arte procesual y destaca...2023-11-3011 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim Museum“Guggenheim dalla A alla Z”Scopri di più sulla realizzazione di questa serie audio e su come poter partecipare a futuri progetti simili a questo. Transcript Narrator: Salve e benvenuti a ​​"Guggenheim dalla A alla Z." Questo volume presenta una serie di conversazioni informali tra persone che lavorano in varie posizioni al Guggenheim Museum. Megan Fontanella: Mi chiamo Megan Fontanella, e sono curatrice al Guggenheim per la sezione Arte moderna e provenienza. Jennifer Yee: Salve, io sono Jennifer Yee Direttrice associata della sezione ​​Programmi per il pubblico presso il Guggenheim Museum. Duke Dang: Io sono Duke Dang, Direttore generale di Lavori e processi, la serie di eventi...2023-11-3004 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumIl globalismo nell’arte contemporanea al GuggenheimLa curatrice associata Xiaoyu Weng e la direttrice della sezione Programmi pubblici Jennifer Yee discutono dell’opera "L’effetto Francesco" di Tania Bruguera e di altri lavori che dimostrano come il globalismo si intersechi e si rifletta nell’arte. Transcript Narrator: Salve e benvenuti a Guggenheim dalla A alla Z. Il termine “globalismo” si riferisce a connessioni che abbracciano paesi e continenti. Come forza economica, ha modificato le modalità di circolazione del denaro, di scambio dei beni e di interazione tra le culture. Nel mondo dell’arte il globalismo ha catalizzato pratiche estetiche che tentano di affrontare questioni urgenti del mondo contemp...2023-11-3011 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 44: Corporate Credit Review and PreviewMaria Giraldo, Investment Strategist, discusses the performance of the corporate credit sector this year and the rationale for our cautiously optimistic outlook for 2024. Related Insights:4Q23 Fixed-Income Sector ViewsConsistent strategy through volatility. Read Fixed-Income Sector Views4Q23 High-Yield and Bank Loan OutlookCredit challenges to come as the economy slows. Read High-Yield and Bank Loan Outlook3Q23 Quarterly Macro ThemesResearch spotlight on what’s next.Read Quarterly Macro ThemesIn...2023-11-2835 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumChangeover by Jay DeshpandePoet Jay Deshpande recites this poem inspired by verbal description techniques. "Changeover" is written after the museum’s one-of-a-kind “changeover” process when visitors can witness a new exhibition take shape while the previous one is deinstalled. Access a digital copy of "Changeover" in its original format on guggenheim.org/poetry Transcript Jay Deshpande: Hi, I’m Jay Deshpande, and I’m reading my poem “Changeover.” i. Removal When you visit you watch six people, from on high, wind their way down the spiral ramp. At first all you can see, all that matters, is the heads and shoulders, the rest hidden by a wa...2023-11-2706 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 43: FOMC/Jobs Report UpdateAdam Bloch, Portfolio Manager on our Total Return team, and Matt Bush, Guggenheim Investments' U.S. Economist, update our economic and market outlook following the November meeting of the Federal Open Market Committee and the latest employment report. Related Insights:4Q23 High-Yield and Bank Loan OutlookCredit challenges to come as the economy slows. Read High-Yield and Bank Loan Outlook3Q23 Quarterly Macro ThemesResearch spotlight on what’s next.Read Quarterly Macro ThemesAttractive Bond Yields While Being Patient an...2023-11-0627 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumLearn more about the origins and themes of the exhibition.Join curator Ashley James as she shares the origins of the exhibition during a live recording of the Art from the Outside podcast with co-host Amitha Raman. Transcript Ashley James: Welcome everyone, to the first look of "Going Dark: The Contemporary Figure at the Edge of Visibility." I’m Ashley James, Associate Curator of Contemporary Art at the Guggenheim Museum and curator of Going Dark. Before the exhibition opened, I chatted about the show in front of a live audience with Amitha Raman, cohost of the podcast "Art from the Outside," a project that endeavors to make sophisticated art-world conversations access...2023-10-2006 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 42: The Active Fixed-Income Playbook for Elevated UncertaintySteve Brown, Chief Investment Officer for Total Return and Macro Strategies, discusses the portfolio strategy implications of the evolving geopolitical, economic, and policy landscape. He shares how active management allocation decisions within a long-term investment outlook are designed to avoid risk and identify opportunity in this period of heightened volatility and uncertainty.Related Insights:3Q23 Quarterly Macro ThemesResearch spotlight on what’s next. Read Quarterly Macro Themes3Q23 Fixed-Income Sector Views Technical tailwinds support the market. Read Fixed-Income Sector ViewsAttractive Bond Yi...2023-10-1930 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumThirteen Ways of Looking by Ama CodjoeGuggenheim Poet-in-Residence Ama Codjoe recites this poem inspired by verbal description techniques. "Thirteen Ways of Looking" is written after David Hammons’ "Close Your Eyes and See Black," on view in "Going Dark: The Contemporary Figure at the Edge of Visibility." Transcript Ama Codjoe: Hi, I’m Ama Codjoe, and I’m reading “Thirteen Ways of Looking,” after David Hammons’s "Close Your Eyes and See Black." 1. Smear your forearms with something like shea butter or sunscreen and lean over a bright piece of paperboard, facedown. Hover there, then print your body onto the paper below. See how your forearms, printed there, make...2023-10-0504 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumPoetic Encounters: Prompts for Engagement, Curiosity, and Wonder, by Ama CodjoeGuggenheim Poet-in-Residence Ama Codjoe recites this poem, originally published as a zine during her residency. Transcript Ama Codjoe: "Poetic Encounters: Prompts for Engagement, Curiosity, and Wonder," by Ama Codjoe, 2023 Guggenheim poet-in-residence. Poetic Encounters. The first time I visited the Guggenheim Museum was to see the exhibition "Picasso Black and White" in 2012. The person I was kind of dating—a science teacher—invited me to the museum during the NYC public school midwinter break. At the time, I was cobbling together jobs as a teaching artist, and the admission seemed steep, but I wanted to spend time with the science teacher so I...2023-10-0506 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumMeet 2023 Guggenheim Poet-in-Residence Ama CodjoeAma Codjoe shares her relationship with poetry and her goals for the residency. Transcript Ama Codjoe: Poetry is a way of existing in the world. So I think of it not just as a writing practice but as a way of looking and noticing and paying attention. In that way, it’s porous. It’s, I mean—everything about your life can be in a poem. That could be a phrase. It could be, like, a painting, a piece of art. And then I use the poem to kind of dwell with that, and in that dwelling, something else comes. And ye...2023-10-0505 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 41: Quarterly Macro Themes for Q3 2023U.S. Economist Matt Bush, Investment Strategist Maria Giraldo, Investment Strategist Chris Squillante, and Economist Jerry Cai join Macro Markets to discuss the second issue of Quarterly Macro Themes, which takes a deep dive into issues helping shape our baseline economic views.Related Insights:3Q23 Quarterly Macro ThemesResearch spotlight on what’s next. Read Quarterly Macro Themes3Q23 Fixed-Income Sector Views Technical tailwinds support the market. Read Fixed-Income Sector ViewsUse this “Goldilocks Market” to Prepare for It...2023-09-2124 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 40: Real Estate and Its Possible Black Swan: The Office SectorJenny Marler, Head of Guggenheim Real Estate, provides insight into the $21 trillion commercial real estate market, a critical asset class for the economy. Performance has varied for each of the principal sectors, but the office sector, beset by tepid post-pandemic back-to-work trends, high mortgage rates, and capital rationing, is struggling. She discusses monitoring and managing risk and where she is seeing value in the sector. Related Insights:3Q23 Fixed-Income Sector ViewsTechnical tailwinds support the market.Read Fixed-Income Sector ViewsUse This ‘Goldilocks Market’ to Prepare for Its Eventual End2023-09-0731 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim Museum¿Qué es el arte experimental de Corea?La curadora Kyung An le da la bienvenida a la exposición. Transcript Kyung An: Le damos la bienvenida a la exposición "Solo los jóvenes: Arte experimental en Corea, décadas de 1960 y 1970", una exposición dedicada a artistas y colectivos coreanos que transgredieron los géneros artísticos y apostaron por la experimentación para confrontar y reinventar su realidad cambiante. "Solo los jóvenes" se presenta en tres niveles de la torre del Guggenheim. Consta de más de 80 obras y es la primera exposición celebrada en Norteamérica que explora el influyente movimiento del arte de Core...2023-09-0104 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumWhat Is Korean Experimental Art?Curator Kyung An welcomes you to the exhibition.  Transcript Kyung An: Welcome to "Only the Young: Experimental Art in Korea, 1960s–1970s", an exhibition dedicated to the genre-defying Korean artists and collectives who boldly sought experimentation to confront and reimagine their ever-shifting reality. Only the Young takes place on three levels of the Guggenheim’s tower galleries. It features over 80 works and is the first exhibition in North America to explore South Korea’s highly influential movement known as Experimental art, or in Korean, silheom misul. My name is Kyung An. I am the Associate Curator of Asian Art, at the Solo...2023-08-3103 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 39: Soft Landing SkepticismMatt Bush, Guggenheim Investments U.S. Economist, and Evan Serdensky, Portfolio Manager on our Total Return team, share their updated outlook following some recent surprises in the economic data. They discuss the likelihood of a soft landing, the possible path of monetary policy, market dynamics, and investment strategy and positioning.Related Insights:Use This ‘Goldilocks Market’ to Prepare for Its Eventual EndThe Fed is not done.Read Commentary3Q23 High-Yield and Bank Loan OutlookAppealing yields and cautious markets.Re...2023-08-0430 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 38: Value and Nuance in CMBSKarthik Narayanan, Head of Structured Credit for Guggenheim Investments, and Tom Nash, a director on our Commercial Mortgage-Backed Securities (CMBS) sector team, join Macro Markets to discuss drivers of performance, current conditions in real estate, and where they are finding value in CMBS and in other types of structured credit. Related Insights:3Q23 High-Yield and Bank Loan OutlookAppealing yields and cautious markets.Read High-Yield and Bank Loan Outlook2Q23 Quarterly Macro ThemesA new quarterly publication from our Macroeconomic and Investment Research Group, spotlights critical and...2023-07-2555 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 37: Introducing Quarterly Macro ThemesMatt Bush, US Economist; Maria Giraldo, Investment Strategist; and Paul Dozier, Economist, join Macro Markets to discuss the first issue of our newest Thought Leadership publication, Quarterly Macro Themes. We also answer listener mail. Related Insights:2Q23 Quarterly Macro ThemesA new quarterly publication from our Macroeconomic and Investment Research Group, spotlights critical and timely areas of research and updates our baseline views on the economy.Read Quarterly Macro ThemesFixed Income Is Now a Buyer’s MarketSteve Brown, CIO for Macro and Total Return Strategies, di...2023-06-2030 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 36: “It’s a bond-picker's market.”Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, analyzes the economic and credit cycles, evaluates market opportunities, opines on drivers of returns going forward, and shares portfolio strategies. Rising idiosyncratic risk, she says, calls for active fixed-income management. She also offers advice to young women looking to make a career in asset management.Related Content:Fixed Income Is Now a Buyer’s MarketImproved value proposition in credit.Read Portfolio Strategy Commentary2Q23 Fixed-Income Sector ViewsOpportunity in fixed income rises with uncertaintyRe...2023-06-0832 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 35: A Deep Dive into Municipal BondsAllen Li, Managing Director and Head of Guggenheim Investments’ Municipal Bond Sector Team, explains the structure and characteristics of the $4 trillion municipal market, the importance of technical dynamics, and where he is finding value. U.S. Economist Matt Bush updates the economic outlook.Related Content:2Q23 Fixed-Income Sector ViewsOpportunity in fixed income rises with uncertaintyRead Fixed-Income Sector Views2Q23 High-Yield and Bank Loan OutlookAn opportunity for active management.Read High-Yield and Bank Loan OutlookIn...2023-05-2530 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 34: Risk/Reward in High Yield/Bank LoansTom Hauser, Co-Head of Corporate Credit for Guggenheim Investments and senior portfolio manager for the firm’s high yield and leveraged loan portfolios, discusses his team’s analytical process, the importance of credit selection, and his current views on opportunity in leveraged credit. Take a deep dive with Tom into the fundamental and technical drivers of performance, his default outlook, and getting paid for taking credit risk. Economist Paul Dozier updates on the latest economic data.Related Content:2Q23 High-Yield and Bank Loan OutlookAn opportunity for active management.Read High-Yield and...2023-05-1131 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumA Year With Children 2023This exhibition features works created by students participating in Learning Through Art (LTA), the Guggenheim’s artist-in-residence program in New York City public elementary schools. LTA partners teaching artists with classroom educators in each of the city’s five boroughs to design projects that explore art and ideas related to the classroom curriculum. The program encourages curiosity, critical thinking, and ongoing collaborative investigation. LTA students embark on an extended exploration of processes, materials, and techniques to express their singular artistic visions, incorporating multimodal approaches, including text, music, games, and collaboration. By understanding foundational concepts, students are able to experiment with a va...2023-05-0509 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumUn año con los niños 2023A Year with Children 2023 (Un año con los niños 2023) es el resultado del programa del Guggenheim Learning Through Art (LTA) (Aprendiendo a través del arte), en el que participan estudiantes de segundo a sexto grado de los cinco distritos de Nueva York, cuyo fin es motivar a estos jóvenes artistas a explorar estimulantes obras de arte e ideas desde su propio punto de vista. El programa Aprendiendo a través del arte se ha implementado en las escuelas públicas de la ciudad de Nueva York durante 52 años. Los escolares que participan en el programa emprend...2023-05-0508 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 33: Fixed-Income Opportunity Now and Down the RoadAdam Bloch, Portfolio Manager for Guggenheim Investments, checks in with Macro Markets to discuss opportunities, tactics, and strategy in today’s uncertain economic and market environment. With the relatively high level of income available in the market today, it pays to be patient, and diversified, with an eye towards becoming a liquidity provider in the future.Related Content:2Q23 High-Yield and Bank Loan OutlookAn opportunity for active management.Read High-Yield and Bank Loan OutlookA Not-So-Funny Thing Happened on the Way to the Terminal Rate...2023-04-2714 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 32: Investment Grade Market DynamicsJustin Takata, Head of Investment Grade Corporate Credit for Guggenheim Investments, discusses the interplay between primary issuance and trading volumes, developments in credit fundamentals, and where he is seeing risk and opportunity. U.S. Economist Matt Bush updates the Fed outlook following recent economic data. Also, we answer listener mail.Related Content:A Not-So-Funny Thing Happened on the Way to the Terminal RateThe Fed’s next move and beyond. Read Macroeconomic CommentarySilicon Valley Bank Replays the Ugly Consequences of DisintermediationAssessing ongoing risks related to th...2023-04-1429 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumLegado artístico de GegoÚnase a los curadores Geaninne Gutiérrez-Guimarães y Pablo León de la Barra mientras analizan el legado artístico de Gego. Transcript Pablo León de la Barra: Esta es la primera retrospectiva importante de la obra de Gego en Nueva York, y nos llena de orgullo poder presentarla en el Museo Guggenheim. Soy Pablo León de la Barra, curador para América Latina del Museo Guggenheim en Nueva York. Geaninne Gutiérrez-Guimarães: Soy Geaninne Gutiérrez-Guimarães, curadora en el museo de Guggenheim en Nueva York y en Bilbao. Y me especializo en arte latinoamericano moderno y co...2023-03-3102 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 31: Post-FOMC/SVB AnalysisMatt Bush, Guggenheim Investments’ U.S. Economist, and Evan Serdensky, a Portfolio Manager on our Total Return team, share their perspectives and outlook following two eventful weeks in markets and the economy. They discuss the future path of monetary policy, the effects of a possible credit crunch, and investment strategy and positioning.Related Insights:A Not-So-Funny Thing Happened on the Way to the Terminal RateThe Fed’s next move and beyond.Read Macroeconomic CommentarySilicon Valley Bank Replays the Ugly Consequences of DisintermediationAsse...2023-03-2731 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 30: The Structured Credit Value Proposition Right NowKarthik Narayanan, Head of Securitized for Guggenheim Investments, gives a master class in structured credit, including where he is finding attractive absolute and relative value in mortgage-backed securities, asset-backed securities, and collateralized loan obligations. U.S. Economist Matt Bush discusses the resilience of recent economic data and what it means for the Federal Reserve’s inflation fight. (Structured credit is complex and may not suitable for all investors.)Related Insights:1Q23 Fixed-Income Sector ViewsValuations have reset after a volatile year. Read Fixed-Income Sector Views1Q23 High-Yield and Bank Lo...2023-03-0337 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumEntréeÉcoutez une description de l’étroit vestibule d’entrée et de l’opulente rotonde au cœur du musée Guggenheim. Transcript Male Narrator: [Traffic sounds and birds chirping]. En entrant dans le musée, on traverse une porte tambour en verre [whoosh of door]. L’ambiance sonore et la température changent soudainement quand on passe de l’extérieur au vestibule bas de plafond. Tout l’espace est petit. Les plafonds ne s'élèvent qu'à 2,20 m de hauteur et les sons semblent étouffés. Le passage par cette petite entrée nous fait prendre conscience de notre taille humaine et proc...2023-03-0103 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumEntrataAscoltiamo una descrizione dello stretto ingresso e dell’ampia rotonda al centro del Guggenheim. Transcript Male Narrator: [Traffic sounds and birds chirping]. Per entrare nel museo, passiamo attraverso una porta girevole di vetro [whoosh of door]. Si nota un cambiamento repentino di suoni e temperatura una volta passati dall’ambiente esterno all’atrio dal soffitto basso. L’intera area è piccola. Il soffitto alto circa 2,20 metri ci sovrasta da vicino e i rumori intorno sembrano compressi. Passando attraverso questo piccolo ingresso ci sentiamo confinati e ben consapevoli della nostra dimensione umana. Avanzando di qualche passo, calpestiamo una superficie in rilievo, come se passas...2023-03-0104 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumAnsatzHören Sie eine Beschreibung der städtischen Umgebung des Museums und wie das Gebäude von der Straße aussieht. Transcript Female Narrator: Wenn wir die Fifth Avenue in Richtung Norden entlanggehen, kommen wir an rechteckigen New Yorker Gebäuden vorbei, die sich in einer Höhe von zehn und mehr Stockwerken auftürmen. Man kann den Verkehr hören [car horns and traffic sounds]. Der Central Park liegt zu unserer linken Seite [bird calls and people talking]. Wir können Fußgänger reden oder Vögel über uns im Laub zwitschern hören. Beim Überqueren der 87. Straße erblicken wir...2023-03-0104 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumTürschwelleHören Sie eine Beschreibung des schmalen Eingangsbereichs und der weitläufigen Rotunde im Herzen des Guggenheim-Museums. Transcript Male Narrator: [Traffic sounds and birds chirping]. Wenn wir das Museum betreten, werden wir durch eine gläserne Drehtür geschoben [whoosh of door]. Wenn wir aus dem Freien in den niedrigen Vorraum treten, ändern sich Geräusche und Temperatur um uns plötzlich. Der gesamte Raum ist klein. Die 2 Meter hohen Decken sind niedrig, und der Geräuschpegel um uns herum fühlt sich gedämpft an. Wenn wir durch diesen kleinen Eingang gehen, sind wir mit dem Boden verbunden und uns unsere...2023-03-0104 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 29: Balancing Caution and Opportunity in Active Fixed-Income PortfoliosSteve Brown, Chief Investment Officer for Total Return and Macro Strategies for Guggenheim Investments, shares a CIO’s unique perspective on active portfolio management in a time of higher yields and macroeconomic complexity. He discusses recent economic data, relative value opportunities, and the importance of making asset allocation decisions for a range of different outcomes. Related Insights:Market Commentary: Investors Should Not Expect Much Relief from Volatility The transition to a world of quantitative tightening will lead to reduced liquidity, capital rationing and persistent swings in asset prices. Read Market Commentary ...2023-02-1726 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 28: Fed Day, Jobs Day, and 10 Macro ThemesBrian Smedley, Chief Economist and Head of the Macroeconomic and Investment Research Group, discusses the Fed rate decision, recent inflation, labor, and GDP data, and possible next steps for monetary policy. He also provides key takeaways for investors from our 10 Macroeconomic Themes for 2023.Related Insights:10 Macroeconomic Themes for 202310 charts illustrate the macroeconomic trends we believe are most likely to shape the investment environment in 2023. Read 10 Macro Themes1Q23 High-Yield and Bank Loan OutlookMove up in quality ahead of any recession-driven market volatility.Read High-Yield...2023-02-0736 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumL’entrée des « Joueurs de football » dans les collectionsMegan Fontanella, conservatrice, raconte comment ce tableau du Douanier Rousseau est entré dans la collection du Guggenheim. Transcript Récitant: Bien qu’acquis par le Musée Guggenheim en 1960, ce tableau est presque toujours exposé avec la série d’œuvres du legs de Justin K. Thannhauser, un marchand et collectionneur d’art Juif-Allemand du vingtième siècle. Thannhauser a emporté sa collection aux États-Unis au début des années 1940. Écoutons la curatrice Megan Fontanella: Megan Fontanella: Il a en fait été acquis par Justin Thannhauser dans les années 1910, dans sa jeunesse. Justin a raconté qu’il avait trouvé l’œuvre sur...2022-12-2900 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumHistoire de la collection ThannhauserMegan Fontanella, conservatrice, raconte comment la collection de Justin Thannhauser est entrée au Solomon R. Guggenheim Museum. Transcript Megan Fontanella : Je m’appelle Megan Fontanella et je suis conservatrice du département d’art moderne et de recherches de provenance au Guggenheim Museum de New York. La collection du Guggenheim a évolué et s’est agrandie au fil des années et l’un des plus beaux chapitres de cette histoire a été pour nous l’arrivée de la Collection Thannhauser dans les années 1960. Il s’agit d’un ensemble d’objets donnés au musée par Justin K. Thannhauser, émin...2022-12-2903 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumL'inserimento de “I giocatori di football” nella collezioneAscoltiamo la curatrice Megan Fontanella mentre spiega come I giocatori di football è entrato a far parte della collezione del Guggenheim. Transcript Narratore: Anche se venne acquisito dal Guggenheim Museum nel 1960, questo dipinto di solito è esposto insieme al gruppo di opere provenienti dal lascito di Justin K. Thannhauser, un collezionista e mercante d’arte ebreo-tedesco del 20° secolo. Thannhauser portò la sua collezione negli Stati Uniti all’inizio degli anni 40 del secolo scorso. La curatrice, Megan Fontanella: Megan Fontanella: Justin Thannhauser aveva acquistato questo quadro negli anni 10 del secolo scorso, quando era ancora un giovanotto. Una volta raccontò di come lo avesse trovato i...2022-12-2901 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumStoria della Collezione ThannhauserAscoltiamo la curatrice Megan Fontanella mentre spiega come la collezione di Justin Thannhauser è entrata a far parte del museo Solomon R. Guggenheim. Transcript Megan Fontanella: Mi chiamo Megan Fontanella e sono la curatrice di Arte moderna e Provenienza per il museo Guggenheim di New York. La collezione del Guggenheim si è evoluta e ampliata nel corso degli anni e un evento particolarmente importante per noi è rappresentato dall'aggiunta della Collezione Thannhauser negli anni '60. Si tratta di un gruppo di opere donate al museo da Justin K. Thannhauser, un illustre storico dell'arte e collezionista dei primi del Novecento. Il museo non possedeva ope...2022-12-2903 minSolomon R. Guggenheim MuseumSolomon R. Guggenheim MuseumUmbralEscuche una descripción del estrecho vestíbulo de entrada y de la amplia rotonda que se encuentra en el corazón del Guggenheim. Transcript Male Narrator: [Traffic sounds and birds chirping.] Al entrar al museo, pasamos por una puerta giratoria de vidrio [whoosh of door]. De pronto, cuando entramos al vestíbulo de techos bajos desde el exterior, hay un cambio en los sonidos y la temperatura del ambiente. El espacio en sí es pequeño. Los techos de 7.5 pies (2 metros 30 centímetros) de alto se sienten cerca y los sonidos que nos rodean parecen comprimidos. Al atravesar esta pequeña...2022-12-1504 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 27: Minerd on the Fed and Investing Heading into 2023Scott Minerd, Global CIO for Guggenheim Partners and Chairman of Guggenheim Investments, joins the year-end episode of Macro Markets on Fed Day for a wide-ranging discussion of the Federal Reserve’s execution of monetary policy, economic conditions, the investment landscape for risk assets, portfolio strategy, and more.Related InsightsGlobal CIO Outlook: That Sound You Hear is the Fed Breaking SomethingThe Federal Reserve (Fed) is closer to the end of its tightening cycle, but is clearly not done. October will test the Fed’s resolve.Read Global CIO OutlookCI...2022-12-1534 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 25: Fixed-Income Pain Giving Way to OpportunityAnne Walsh, Chief Investment Officer for Fixed Income, joins the podcast to give her analysis of where we are in the economic and credit cycle, and her views on risk and opportunity across the fixed income landscape.Related InsightsFourth Quarter 2022 Fixed-Income Sector ViewsMarket and value updates by sectorRead Fixed-Income Sector ViewsThe Jobs Data Trend Is Duration’s FriendOctober jobs data suggests a cooling labor ma...2022-11-1639 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 24: Yields & Spreads: Are We Getting Paid for Taking Risk in Today’s Market?Investment Strategist Maria Giraldo takes us through the fixed-income market to evaluate risk and return prospects with spreads near their historical wides and bond prices at levels not seen in decades. Jerry Cai, an economist in the Macroeconomic and Investment Research Group, provides an update on the latest macro data. Also, we answer listener mail.Related Content:Global CIO Outlook: That Sound You Hear is the Fed Breaking SomethingThe Federal Reserve (Fed) is closer to the end of its tightening cycle, but is clearly not done. Read...2022-10-2742 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 23: A CIO’s View of the Bond MarketSteve Brown, Chief Investment Officer for Total Return and Macro Strategies for Guggenheim Investments, gives a CIO’s unique perspective on managing portfolios and market dynamics in a complex macro environment. He discusses credit performance, relative value in corporate and structured credit, duration strategy, risk management, and more. Paul Dozier, a Director in the Macroeconomic and Investment Research Group, provides an update on the latest macro data. Also, we answer listener mail.Related Insights:Global CIO Outlook: That Sound You Hear is the Fed Breaking SomethingThe Federal Reserve (Fed) is closer to th...2022-10-1334 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 22: Investors’ Guide to the Fed’s Hard LandingIn the newest episode of our award-winning podcast, Brian Smedley, Chief Economist and Head of the Macroeconomic and Investment Research Group, covers a lot of ground in his analysis of the Federal Reserve’s third straight 75 basis point rate hike. He discusses how monetary policy is intended to tame inflation, the Fed’s reaction function going forward, and possible recession timing, as well as the U.S. dollar’s relative strength and foreign central bank responses. With the Fed now embracing a “hard landing,” what should investors be thinking about?Fed Day: The Argument for 100 Basis PointsScott...2022-09-2845 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 21: Measuring Sustainable InfrastructureJim Pass, head of project finance for Guggenheim Investments, and Kate Newman from the World Wildlife Fund talk about the most recent research collaboration between Guggenheim and WWF, a survey of infrastructure investors and developers. Read the report here.Related Insights:3Q22 High-Yield and Bank Loan OutlookSignposts for credit investors as next recession approachesRead Report3Q22 Fixed-Income Sector ViewsRelative Value and performance drivers across fixed-income sectors.Read ReportStocks Are in...2022-09-1534 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 20: For the Fed, the Devil is in the Data; Agency MBS UpdateMatt Bush, Guggenheim’s US economist, discusses the fast-moving economic data and what it might mean for the future course of monetary policy. Aditya Agrawal, head of the Agency MBS Sector Team, reports on developments in his sector, which is directly affected by the Fed's balance sheet management.3Q22 Fixed-Income Sector ViewsRelative Value and performance drivers across fixed-incomesectors.Read Fixed-Income Sector ViewsThe Inflation Moderation We Expected Should ContinueLower July CPI inflation is likely the beginning of a trend.Read...2022-08-1829 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 19: A Close Look at Hotel Real Estate/Macro UpdateJenny Marler, head of Guggenheim Real Estate, focuses on hotels and hospitality, one of the real estate sectors hardest hit by the pandemic. Jerry Cai, a Vice President in the Guggenheim Investments Macroeconomic and Investment Research Group provides an update on latest Federal Reserve decision and other macro developments. We also answer a listener’s question. If you have a question to direct to the podcast, please email macromarkets@guggenheiminvestments.com.Related Insights:3Q22 Fixed-Income Sector ViewsRelative Value and performance drivers across fixed-income sectors.Read Quarterly Market Review2022-08-0430 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 18: Investment-Grade Corporates and the Macro BackdropEpisode 18: Investment-Grade Corporates and the Macro BackdropThursday, July 21Justin Takata, head of Guggenheim’s Investment-Grade Sector Team, discusses the technical and fundamental drivers of value in his market. Guggenheim’s U.S. Economist Matt Bush reviews the latest CPI and jobs data, and outlines his views on recession timing and the possible progression of monetary policy. We also answer a listener’s question about fixed-income funds in retirement plans. If you have a question to direct to the podcast, please email macromarkets@guggenheiminvestments.com.Related Content1. Recession Signals Flashing Red The la...2022-07-2143 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 17: Fixed Income in Retirement PlansIn Episode 17: “Fixed Income in Retirement Plans” (July 6, 2022), portfolio manager Adam Bloch, a managing director and a leader of our total return team, discusses economic and market conditions in fixed income, and offers perspective on considerations for plan sponsors, advisors, and plan participants when evaluating the bond allocation in retirement accounts. If you have a question to direct to the podcast, please email macromarkets@guggenheiminvestments.com.Related Insights:Recession Signals Flashing RedThe latest data suggest that we may already be in a recession.Read Macro AlertInvesting involves risk...2022-07-0619 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 16: Fed Watch: A Deep Dive into 75Brian Smedley, Guggenheim’s Chief Economist and Head of Macroeconomic and Investment Research, discusses the impact of the Fed’s 0.75% rate hike on markets and the economy.If you have a question you would like to direct to the podcast, please email macromarkets@guggenheiminvestments.comRelated Insights:Macro Markets Podcast: Episode #15Paul Dozier on how stocks have performed in midterm election years, and head of foreign exchange Cameron Crosby discusses the currency markets.Listen to Macro Markets Podcast Ep. 15Credit Returns in the Upcoming Fed Hiking Cycle2022-06-2340 minGuggenheim Macro MarketsGuggenheim Macro MarketsEpisode 15: Mid-Term Election Markets, Currencies, the Neutral RatePaul Dozier, a Director in the Guggenheim Investments Macroeconomic and Investment Research Group discusses the performance of equity markets during mid-term election years and provides an update on the latest economic data. Head of Guggenheim’s foreign exchange and derivatives trading desk, Managing Director Cameron Crosby, shares the latest on the currency markets. 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