/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.

 


FEATURED PERSPECTIVES

May 13, 2021

In the Recovery Phase of the Credit Cycle

Strong earnings growth, low default volumes, upward rating migration, and tighter spreads in the recovery phase of the credit cycle.

May 03, 2021

The Coming Disinflation

Supply chain disruptions may be a near-term challenge, but base effects will slow inflation next year.

March 25, 2021

A Successful Green New Deal Will Need Private Partners

A Green New Deal should not be viewed as a big government program, but as an opportunity to reinvent vast swaths of the U.S. economy while pursuing the laudable goal of carbon neutrality.


VIDEO

First Quarter 2021 Fixed-Income Outlook
 

First Quarter 2021 Fixed-Income Outlook

Portfolio Manager Adam Bloch and Matt Bush, a Director in the Macroeconomic and Investment Research Group, share their outlook for the first quarter 2021.

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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