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.


Strategies for a Low-Yield Environment

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
A New Policy Orthodoxy Is Emerging

A New Policy Orthodoxy Is Emerging

Central bank policies implemented in the near-term may seem extreme today, but they will likely soon become policy orthodoxy.

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In the Media

Policymakers Need to Change Course

In a CNBC Asia Interview, Scott Minerd says that monetary policy – nearing the limits of effectiveness – is likely to get more aggressive and fiscal policy will have to play an increasingly active role in the economic recovery.

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