/institutional/perspectives/global-cio-outlook?page=10

Global CIO Outlook

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


 

"A Once in a Generation Opportunity" for Investors

Scott Minerd, Guggenheim Partners Global CIO and Chairman of Guggenheim Investments, joins CNBC to discuss opportunities for investors in a market beset by policy and economic challenges.


September 18, 2014

Why the Pennant Race Could Coincide with Market Volatility

While the U.S. economy is gaining momentum, investors should nevertheless brace for volatility in the next few weeks.


August 19, 2014

Don’t Fight the U.S. Treasury Rally

A number of factors seem likely to drive U.S. 10-year Treasury rates lower in the near term, including increasing demand, decreasing supply, and tension in Ukraine and Iraq that is triggering a flight to quality. As Treasury yields fall, a wave of mortgage refinancing could drive yields even lower, creating a compelling opportunity to rebalance portfolios.


July 24, 2014

The Hangover

The Fed’s not taking the punch bowl from the party, but investors should be wary of the hangover.


July 16, 2014

The Tolling Bells of Complacency

A few years ago, facing a world in crisis, central banks aggressively employed monetary policy to avoid catastrophe in financial markets. Now, they must be equally aggressive in fighting complacency.


July 02, 2014

The Outlook for Yields

As U.S. economic growth gathers pace, yields on 10-year U.S. Treasuries should shift higher over the next two to three years, eventually moving as high as 3.75-4 percent.


June 25, 2014

The Signal and the Noise

U.S. Federal Reserve policymakers are dismissing as “noise” signs that inflation pressure is building, but perhaps they should be listening more closely.


June 11, 2014

Trading the Last Third of a Move

When bull markets mature, investors fear a coming crisis and today there are plenty of candidates from Europe to China to Thailand. Still, some of the best profits may lie ahead.


June 10, 2014

Central Banks Chart a Course for Overheating

When bull markets mature, investors fear a coming crisis. Today there are plenty of candidates from Europe to China to Thailand. But bull markets climb a wall of worry and there are reasons now not to expect a looming crisis.


May 29, 2014

Taking Advantage of Pessimism

The world is distracted with fears of the next great calamity, but heading into summer U.S. financial markets are enjoying a remarkably positive environment.


April 09, 2014

Wanting Work Makes a Difference

As the Fed considers the precise timing of tightening monetary policy, a key consideration will be how many Americans want to get back to work. Monetary doves found an olive twig amid the floodwaters last week when the labor force participation rate increased slightly.

Displaying Results 91 - 100 (of 131)







© Guggenheim Investments. All rights reserved.

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