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.


As accommodative monetary policy by central banks around the world suppresses interest rates, in some cases into negative territory, U.S. investments with positive yields are a beacon for foreign investors. As capital flows into the U.S. market, interest rates are pushed lower and asset prices driven higher. In this video, Scott Minerd, Global Chief Investment Officer, discusses how these conditions are helping bolster an already strong U.S. economy, and how the outlook for Europe and emerging markets is shifting in response.

Strategies for a Low-Yield Environment

Strategies for a Low-Yield Environment

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

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Global CIO Outlook
A New Policy Orthodoxy Is Emerging

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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In the Media

Policymakers Need to Change Course

In a CNBC Asia Interview, Scott Minerd says that monetary policy – nearing the limits of effectiveness – is likely to get more aggressive and fiscal policy will have to play an increasingly active role in the economic recovery.

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Important Notices and Disclosures

This article is distributed for informational purposes only and should not be considered as investing advice or a recommendation of any particular security, strategy or investment product. This article contains opinions of the author but not necessarily those of Guggenheim Partners or its subsidiaries. The author’s opinions are subject to change without notice. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. No part of this article may be reproduced in any form, or referred to in any other publication, without express written permission of Guggenheim Partners, LLC. ©2016, Guggenheim Partners. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information.

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