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.

 
 
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Videos
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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
Bull Market Complacency Calls for Caution


Bull Market Complacency Calls for Caution—and Action

Investors need to be vigilant, as stocks and bonds are expensive, volatility is low, and risks lay ahead.

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In the Media


Fed Should Tee Up Balance Sheet Strategy

Scott Minerd joins CNBC’s Fed meeting-day panel to discuss the FOMC statement and the missed opportunity to begin providing forward guidance on plans to start winding down its balance sheet.

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