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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.


 

“A Drunk Man in the Snow”: The Random Walk of Interest Rates

Scott Minerd, Chairman of Investments and Global CIO, joins CNBC for an exclusive two-part interview to discuss his view on rates and a new CIO Outlook.


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.


March 19, 2014

The Song Remains the Same

The noisy journey from winter to spring in the United States may mask the underlying strength in the U.S. economy. The risk-on environment should remain intact, despite international tensions.


March 05, 2014

The Briefest Flight to Safety

Tensions in Ukraine and tapering speculation seem unlikely to derail rising U.S. equity markets and the positive outlook for U.S. credit.


November 20, 2013

The Fed and the Economy: “Don’t Shoot Until You See the Whites of Their Eyes”

The Federal Reserve has started to highlight “forward guidance” as a way to keep interest rates lower for longer – and get the exhausted hamster off the treadmill of quantitative easing. We still think tapering remains farther off than most investors expect.

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