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.

 
 
  MORE IN PERSPECTIVES
Videos
Strategies for a Low-Yield Environment


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.

Watch Video

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.

Read More 

In the Media


Minerd: Fed Has Become a Hostage to the Market

Scott Minerd, Global CIO and Chairman of Investments, discusses on CNBC Federal Reserve Governor Lael Brainard’s tough message to the Fed, and what the markets are signaling for a rate hike.

Watch Video

Important Notices and Disclosures

This article is distributed for informational purposes only and should not be considered as investing advice or a recommendation of any particular security, strategy or investment product. This article contains opinions of the author but not necessarily those of Guggenheim Partners or its subsidiaries. The author’s opinions are subject to change without notice. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. No part of this article may be reproduced in any form, or referred to in any other publication, without express written permission of Guggenheim Partners, LLC. ©2016, Guggenheim Partners. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information.
 







Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC ("Guggenheim"), which includes Security Investors, LLC ("SI"), Guggenheim Funds Investment Advisors, LLC, ("GFIA") and Guggenheim Partners Investment Management ("GPIM") the investment advisers to the referenced funds. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.

© Guggenheim Investments. All rights reserved.

Research our firm with FINRA Broker Check.

• Not FDIC Insured • No Bank Guarantee • May Lose Value

This website is directed to and intended for use by citizens or residents of the United States of America only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction, or to any person to who, it is not lawful to make such an offer. All content has been provided for informational purposes only. It is not intended to be and should not be construed as, (i) a recommendation; (ii) legal or tax advice; and/or (iii) a legal opinion. Always consult a financial, tax and /or legal professional regarding your specific situation. Investing involves risk, including the possible loss of principal.