/perspectives/media/expect-indian-summer-for-stocks

Expect Indian Summer for Stocks

Scott Minerd, Chairman of Investments and Global CIO, joins CNBC to explain why he sees a near-term uptick for stocks despite looming headwinds as we approach recession in 2020.

December 12, 2018

 

 


FEATURED PERSPECTIVES

May 17, 2019

Quantifying the Credit Risk and Default Runway

After the recession starts, high-yield bond and bank loan issuers have at least a 12-month runway before we experience a large wave of defaults.

April 29, 2019

The Next Step for the Fed Could Be a Hike

Signs of economic strength suggest the market is wrong to price in a rate cut.

April 09, 2019

Forecasting the Next Recession: How Severe Will the Next Recession Be?

Our Recession Probability Model and Recession Dashboard suggest the recession could come as early as first half of 2020 but may not be as severe as past recessions.


VIDEO

First Quarter 2019 Fixed-Income Outlook 

First Quarter 2019 Fixed-Income Outlook

Portfolio Manager Adam Bloch and Macroeconomic and Investment Research Group Director Matt Bush share insights from the first quarter 2019 Fixed-Income Outlook.

Core Fixed-Income Conundrum 

Solving the Core Conundrum

Anne Walsh, Chief Investment Officer for Fixed Income, shares insights on the fixed-income market and explains the Guggenheim approach to solving the Core Conundrum.







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