/perspectives/global-cio-outlook?page=3

Global CIO Outlook

Guggenheim Global Chief Investment Officer Scott Minerd offers insights on macroeconomic trends and the potential impacts on global investment opportunities.


 

The Sustainable Development Quotient

Scott Minerd discusses the importance of transitioning sustainable development into an institutional asset class.


February 05, 2016

The Endgame for Oil

Market fundamentals suggest we have reached a new point in the global energy story as this oil bear market finally draws to an end.


January 21, 2016

Storm Clouds Over Davos

Ongoing market turmoil puts further Fed rate hikes on hold and increases pressure on China to make radical adjustments.


January 20, 2016

Cooler Heads Will Prevail, Even as Markets Panic

While the market will remain volatile and likely lead to a period of outright panic, that is when having a “cool head” will pay off.


January 07, 2016

A Happy New Year After All

For U.S. equities and credit, in particular, evidence is mounting that 2016 will prove happier than 2015 for investors.


December 17, 2015

What the Fed's Rate Hike Means for Investors

Historically, both equities and fixed income have performed solidly in the initial years of Fed tightening cycles.


November 23, 2015

Happy Holidays for Risk Assets

As the United States prepares for its Thanksgiving holiday (or what is now affectionately referred to as the day before Black Friday), there are reasons for tired and weary benchmark investors to be grateful. We are now in a season where past misfortunes are behind us and risk assets—particularly high yield bonds and bank loans—are well positioned to enjoy a prosperous road ahead.


November 06, 2015

Bad News Is Good News, Once Again

Any bad news or setback in the global economy is likely to be met with a policy decision that will be supportive for credit and equity markets; therefore, at this point, I see limited downside for risk assets between now and year end. Put another way, a December hike by the Federal Reserve should be taken as a sign that the Fed is sufficiently comfortable with the strength of the economy and the near-term outlook, which should be good news for investors. Given the October employment report, December liftoff has become a virtual certainty unless there is some catastrophic event between now and then.


October 22, 2015

China's Currency Conundrum

There is a striking discontinuity of thinking about the greatest economic headwind facing the world today: the slowdown in China. Investors seem to universally agree that China will continue to weigh on the global economy until it devalues its currency, yet few think such an adjustment is likely anytime soon. Passive Chinese policymaking can provide a more benign environment for risk assets in the short term, but ultimately, it holds back the world’s second largest economy and, consequently, global growth.


September 14, 2015

The Fed's Dilemma

Twice in the past 30 years the U.S. Federal Reserve has faced the prospect of prematurely abandoning tightening during market turmoil. Today, global currency devaluations, market volatility, and plunging commodity prices have trapped the Fed in a similar policy dilemma.


August 23, 2015

A Painful but Healthy Adjustment for Risk Assets

The recent global equity market selloff reflects a long-awaited—and I believe ultimately healthy—market correction. A number of commentators speculated that after Monday morning’s sharp decline in U.S. stocks, the intra-day reversal indicated that we reached a bottom. In the very short run, I would agree. However, longer term, neither fundamental nor technical data support that we have reached the levels of capitulation associated with the end of a market correction.

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