/perspectives/global-cio-outlook

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.


 

“Did the Fed Screw Up?”

Scott Minerd, Guggenheim Partners Global CIO, was asked this question on CNBC at the Milken Conference.


March 22, 2022

For Lessons on Fighting Inflation, Skip Over Volcker to 1946

Clues from history on how to successfully end the current surge in prices.


January 24, 2022

Forget Raising Rates, Shrink the Balance Sheet

The Fed’s best opportunity to “normalize” policy.


July 30, 2021

Things Couldn’t Be Better

The COVID Delta Variant’s Looming Threat to Risk Assets.


July 26, 2021

A Better Way to Pay for Infrastructure Investments

A revival of the Obama-era Build America Bonds would raise funds with less taxes.


March 25, 2021

A Successful Green New Deal Will Need Private Partners

A Green New Deal should not be viewed as a big government program, but as an opportunity to reinvent vast swaths of the U.S. economy while pursuing the laudable goal of carbon neutrality.


March 11, 2021

From the Desk of the Global CIO: Staying on Offense

With economic growth in 2021 likely to far exceed potential, we may be entering a golden age for credit.


March 02, 2021

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

Investors’ reach for yield puts downward pressure on 10-year Treasury rates, likely rendering the current yield unsustainable.


October 22, 2020

In the Eye of the Storm

The relative calm we feel in the markets right now isn’t the end of the storm, it is just the eye.


August 17, 2020

Trump’s Payroll Tax Proposal Doesn’t Go Far Enough

A payroll tax cut proposal is a good idea that is workable, pays for itself, and can help ordinary Americans at all levels.


August 06, 2020

Give Trump His Payroll Tax Cut. It’s Good for America

The right payroll tax holiday would free up funds for Congress to increase stimulus.

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