/perspectives/media/exploring-opportunities-across-sectors

Exploring Opportunities Across Sectors

Scott Minerd, Chairman of Investments and Global CIO, joins CNBC to discuss Bitcoin, markets, and the likely direction of fiscal and monetary policy.

January 14, 2021

 

Key Takeaways:

  • Bitcoin fever is resulting in a frothy market prone to setback, but the long-term bull case remains intact.
  • The Fed’s limited talk of tapering should avoid repeating the mistakes it made in 2018.
  • Accommodative monetary policy and fiscal stimulus should support equity markets at least through the first quarter.
  • In fixed income, aircraft securitizations represent better value than corporate bonds.

 


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Solving the Core Conundrum

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