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"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 19, 2022

 

 

Key Takeaways:

  • The near-term outlook is negative for investors in risk assets.
  • Ground zero is likely to be equities or emerging markets.
  • The biggest opportunity is in reduced-price bonds of otherwise good companies.
  • Downside is they pay off at par, upside is they hand over the keys.


Read Macro Alert: Stocks Are in Trouble if S&P Fails to Break Above its 200-day Moving Average

 


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VIDEOS AND PODCASTS

Markets Rally After Weak CPI Data
 

Markets Rally After Weak CPI Data

Scott Minerd, Guggenheim Partners Global CIO and Chairman of Guggenheim Investments, joins CNBC to discuss markets on CPI day.

Macro Markets Podcast 

Macro Markets Podcast Episode 25: Fixed-Income Pain Giving Way to Opportunity

Anne Walsh, Chief Investment Officer for Fixed Income, on the economic and credit cycle, and on risk and opportunity across the fixed-income landscape.







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