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Global CIO Outlook

Guggenheim Global Chief Investment Officer Scott Minerd offers insights on macroeconomic trends and the potential impacts on global investment opportunities.


 

The Sustainable Development Quotient

Scott Minerd discusses the importance of transitioning sustainable development into an institutional asset class.


May 23, 2019

U.S.-China Trade War: The New Long March

Beijing is preparing for a protracted standoff as the U.S.-China trade war ramps up.


April 29, 2019

The Next Step for the Fed Could Be a Hike

Signs of economic strength suggest the market is wrong to price in a rate cut.


April 26, 2019

Sustainability Through the Power of Partnerships

It will not be possible for one government, organization, or person to solve the sustainable development challenges of our society.


January 24, 2019

Amber Lights Flash at Davos

Should the mood this year at Davos prove once again to be a contra-indicator, this may be the signal that the economy is likely to re-accelerate soon and that the party in risk assets continues.


December 27, 2018

Sometimes Meteors Strike the Earth

What would be a normal seasonal correction is turning into the worst December selloff in equities since the Great Depression.


July 30, 2018

Welcome, Immigrants. The U.S. Really Needs You

To achieve long-term prosperity, rational immigration policy must become a priority.


July 17, 2018

No One Wins a Trade War

If you want to see who the real victims of tariffs are, go look in the mirror.


April 26, 2018

Seeking a Return on Sustainable Development

A framework for transitioning sustainable investing to an institutional asset class.


March 26, 2018

When Fiscal and Monetary Policy Collide

Prepare for when the effects of fiscal stimulus begin to wear off and monetary policy keeps getting more restrictive.


February 20, 2018

The Market Is Finally Getting the Joke

Investors are coming to terms with the idea that the Fed will keep raising rates because of inflationary and economic pressures.

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