Rydex Dynamic Fds, Inverse Russell 2000 2x Strategy Fund Cl C · NASDAQ:RYIZX
Rydex Dynamic Fds, Inverse Russell 2000 2x Strategy Fund Cl C — Guggenheim Investments — Investor Presentation (2025)
14 slides from Rydex Dynamic Fds, Inverse Russell 2000 2x Strategy Fund Cl C's investor presentation, Jan 16, 2025
Slide 1: 10 Macro Themes for 2025
Guggenheim Investments 10 Macro Themes for 2025
Slide 2: 10 Macro Themes for 2025
10 Macro Themes for 2025 Macro Themes is a quarterly publication from our Macroeconomic Research and Market Strategy Group that updates our baseline economic outlook and spotlights key areas of research. At the beginning of each year, we take the Anne Walsh, JD, CFA opportunity to present themes for
Slide 3: Popular Discontent Will Disrupt Global Policy, Elevate Volatility
Popular Discontent Will Disrupt Global Policy, Elevate Volatility Voters around the world delivered a Voter Satisfaction With Governments Has Fallen Centrist Parties Are Losing Influence strong mandate for change in 2024, % satisfied with democracy in their country (Pew) Far left + far right party
Slide 4: A Shifting Geopolitical Landscape Will Realign the Global Economy
A Shifting Geopolitical Landscape Will Realign the Global Economy After decades of rising global trade, Global Trade, % of GDP financial, and technological integration, Three-Year Moving Average greater fragmentation in the geopolitical landscape will shift alliances and alter trading relationship
Slide 5: U.S. Economy Will Outperform, as Other Economies Face Headwinds
U.S. Economy Will Outperform, as Other Economies Face Headwinds Since the onset of the COVID Real GDP in U.S. Dollars MSCI U.S. vs MSCI World Excluding U.S. pandemic, the U.S. economy has Q1 2010 = 100 Re-indexed, with 2006 = 100 outperformed other advanced economies. Strong underlying U.S. Canada
Slide 6: Reshoring, AI, and Power Needs Will Fuel Strong U.S. Investment
Reshoring, AI, and Power Needs Will Fuel Strong U.S. Investment GDP growth got an important boost Three-Year Growth Rate of Construction Put in Place by Structure Type from construction of nonresidential Manufacturing vs Total of Transportation, Communication, and Power structures in 2024, fueled
Slide 7: Global Disinflation Will Allow Central Banks to Ease Further
Global Disinflation Will Allow Central Banks to Ease Further Inflation around the world has cooled World CPI Inflation and Central Bank Policy Rates (Weighted by Purchasing Power Parity GDP) considerably from its peak and should moderate further in 2025, allowing central banks to ease restrictive
Slide 8: Runup in Equities Will Show Signs of Fatigue
Runup in Equities Will Show Signs of Fatigue U.S. equities soared in 2024, reflecting S&P 500 Equity Risk Premium S&P 500 Earnings Growth positive news about the U.S. economy Trailing earnings yield minus 10-Yr Treasury yield Actual and Average Analyst Expectations and AI advancements. However, th
Slide 9: U.S. Yields Will Remain in a Higher, More Normal Range
U.S. Yields Will Remain in a Higher, More Normal Range After over a decade during which U.S. 150 Years of Long-Term Rates Implied Interest Rate Volatility since 2010 10-year yields stayed mostly below 3 10-Year U.S. Treasury Yield MOVE Index; Average Since 2010 percent, yields have risen and are t
Slide 10: Investor Demand and Strong Fundamentals to Contain Spread Widening
Investor Demand and Strong Fundamentals to Contain Spread Widening After a year of positive U.S. risk asset Fixed-Income Aggregate Index Yield to Maturity Investment-Grade Corporate Spread Percentiles performance, credit spreads are near U.S., Euro Area, and Asia Pacific Current OAS and Spread to
Slide 11: Fiscal Consolidation Will Take on New Urgency
Fiscal Consolidation Will Take on New Urgency The fiscal trajectory for the U.S. is U.S. Federal Debt to GDP by Investor Type Federal Outlays as a Share of GDP unsustainable, and budget adjustments CBO and U.S. Financial Accounts CBO Historical Data and Projections will need to be a priority for t
Slide 12: Attractive Opportunities for Active Fixed-Income Management
Attractive Opportunities for Active Fixed-Income Management With strong U.S. fundamentals and Fixed-Income Spread and Yield Percentiles (Based on Data Since January 2000) attractive all-in yields, we view actively Select Fixed-Income Sectors, Sorted from Cheapest to Richest on a Historical Basis m
Slide 13: Disclosures and Legal Notice
Disclosures and Legal Notice This material is distributed or presented for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy or investment product, or as investing advice of any kind. This material is not provided in a fiduc
Slide 14: Guggenheim's Investment Process
Guggenheim’s Investment Process Guggenheim’s fixed-income portfolios are managed by a systematic, disciplined investment process designed to mitigate behavioral biases and lead to better decision-making. Our investment process is structured to allow our best research and ideas across specialized tea
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