Chairman of Investments and Global Chief Investment Officer Scott Minerd leads Guggenheim Partners’ macroeconomic and investment research functions. Together, our team of economists, strategists, and analysts provides investors with economic and policy analyses and assessments of their potential impacts on asset prices.


 
Global CIO Outlook

A New Policy Orthodoxy Is Emerging

Central bank policies implemented in the near-term may seem extreme today, but they will likely soon become policy orthodoxy.

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Macroeconomic Research

Expansion Continues Despite Weak Q1

U.S. economic growth was below trend in the first quarter, but our second-quarter Macroeconomic Outlook calls for a rebound in the second half of 2016.

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Institutional Insights

Managing Corporate Pension Plan Financial Risk

A Better Approach to Liability Driven Investing

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Portfolio Strategy

Third Quarter 2016 Fixed-Income Outlook: Chart Highlights

At a glance, selected charts from our Third Quarter 2016 Fixed-Income Outlook highlight views from our fixed-income investment team on relative value and macroeconomic conditions.

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Sector Views

High-Yield and Bank Loan Outlook – October 2016

Despite the recent rise in prices and tightening of spreads, interest expense coverage ratios for non-commodity high-yield issuers are relatively low, and the domestic economy is resilient.

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Long-Term Macroeconomic Outlook


Our Long-Term Macroeconomic Outlook

Scott Minerd, Global Chief Investment Officer, sheds light on U.S. economic strength, headwinds for the EU, and which emerging markets look attractive for long-term investors.

 

Strategies for a Low-Yield Environment


Strategies for a Low-Yield Environment

Scott Minerd and Anne Walsh, Assistant Chief Investment Officer, Fixed Income, share insights on investing in unprecedented market conditions.

 



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Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Real Estate, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited and Guggenheim Partners India Management.