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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.


 

Long-Term Macroeconomic Outlook

Scott Minerd sheds light U.S. economic strength, headwinds for the EU, and which emerging markets look attractive.


December 26, 2016

A Contrarian's View on Inflation Fears

Longer-term bond yields are near their highs for this cycle, while the environment for riskier assets like high-yield bonds, bank loans and stocks remains positive.


August 24, 2016

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.


June 28, 2016

Brexit Reaction: Keep Calm and Carry On

In the long run there are certainly issues to be sorted through, but in the short run Brexit is a buying opportunity.


May 26, 2016

Why the G7 May Be Hastening Helicopter Money

Faced with a sharply appreciating yen, and lacking G7 support, Japan may need to take extreme measures.


May 20, 2016

Sustainable Development: The Future of Investing

Smart, strategic investments in sustainable development today can deliver strong, stable returns, and make the world a better place.


May 03, 2016

Complacency in Uncharted Waters

The next challenge for central bankers is changing monetary policy when the economy has come to depend on it.


April 07, 2016

The Global Liquidity Trap Turns More Treacherous

Combined with negative interest rates, fiscal and regulatory policies are doing little to support growth, and in most cases are restraining it.


February 23, 2016

The Great Recession Scare of 2016

While choppy markets require a strong stomach, they can provide an opportunity to allocate to assets that have been too heavily discounted.


February 05, 2016

The Endgame for Oil

Market fundamentals suggest we have reached a new point in the global energy story as this oil bear market finally draws to an end.


January 21, 2016

Storm Clouds Over Davos

Ongoing market turmoil puts further Fed rate hikes on hold and increases pressure on China to make radical adjustments.

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