Now that the market has entered the last quarter of 2026, how should advisors and investors be looking at opportunities within the fixed income space? Key Takeaways: In Guggenheim Investment's recently published Third Quarter 2026 Quarterly Macro Themes, structured credit is highlighted as a strong possible choice for today's fixed income portfolio.
Now that interest rates are on the rise once more, folks are likely looking to reposition their portfolios to best navigate this new environment. Key Takeaways: With rate hikes back on the menu, folks may want to adjust their fixed income portfolios.
Should advisors and investors be taking a closer look at the opportunity set within structured credit right now? After all, the current fixed income environment may well work in favor of the structured credit market.
Strategy and Positioning The Guggenheim Securitized Income ETF (GISC) launched on Jun.15 and seeks income and total return via a diversified portfolio of securitized credit, including asset-backed securities (ABS), mortgage-backed securities (MBS), and collateralized loan obligations (CLOs). Duration is approximately 2.5 years, at the midpoint of the Fund's 2–3 year target.
Traditionally speaking, when investment-grade corporate bond spreads tighten, advisors and investors need to look outside the box to make sure they hit those crucial income goals. Oftentimes, high-yield bonds and structured credit can serve as alternative sources of income to fill this gap.
Considering how complex the macroeconomic picture has become this year, advisors and investors may want to consider any and all portfolio tools available to them.