Scott Minerd, Chairman of Investments and Global CIO, tells CNBC that the next 12 months should be seen as a period to harvest gains and prepare for recession in 2020.
Guggenheim Partners Executive Chairman Alan Schwartz joins Bloomberg TV to highlight risks for the markets and where CEOs should focus for the long term.
Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV on Fed Day to explain how the Fed plans to keep tightening monetary policy until the economy stalls.
The U.S. economy remains on solid footing, explain Portfolio Manager Adam Bloch and Brian Smedley, head of the Macroeconomic and Investment Research Group, but trade war risk, a flattening yield curve, and other factors signal challenges ahead that warrant portfolio changes.
In part five of this five-part series, Brian Smedley discusses ideas for portfolio positioning amid tight credit spreads and a flattening yield curve.
In part four of this five-part series, Brian Smedley discusses how lower term premiums and a flat yield curve are transitory effects of fiscal stimulus.
In part three of this five-part series, Brian Smedley discusses the risk that geopolitical tensions could give rise to substantial oil supply disruptions.
In part two of this five-part series, Brian Smedley explains how increased government borrowing and the Fed balance sheet runoff are flooding T-bill supply.
In part one of this five-part series, Brian Smedley discusses the business cycle, and the risk posed by passive investors when Fed tightening leads to a credit downturn.
Scott Minerd, Chairman of Investments and Global CIO, explains on China’s CCTV why trade wars will ultimately cause inflation to rise, hurting U.S. consumers and forcing the Federal Reserve to try to contain it by tightening monetary policy faster.
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*Assets under management is as of 06.30.2018 and includes leverage of $11.7bn.
Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Real Estate, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited and Guggenheim Partners India Management.
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