• Quarterly Investment Focus

    Equity Macro-Themes

    By Scott Minerd   |   March 31, 2011
    Each quarter Guggenheim Partners selects an investment theme, asset class or sector to highlight. In this issue of the Guggenheim Investment Focus, we offer our macro-perspectives on why we believe U.S. equities are well-positioned to sustain the current bull market advance for an extended period of time. Overall, we believe ...

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  • Quarterly Investment Focus

    Opportunities in Municipal Finance

    By Scott Minerd   |   November 18, 2010
    Each quarter Guggenheim Partners selects an investment theme, asset class, or sector to highlight. In this inaugural edition of our Quarterly Investment Focus, we offer our perspective on the municipal finance market, a key vehicle for investors to access attractive risk-adjusted returns relative to other fixed income asset classes. While ...

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