/perspectives/media/shifts-in-risk

Shifts in Risk

Scott Minerd, Chairman of Investments and Global CIO, joins CNN International to discuss what could lead market participants to rethink their risk assessments.

April 07, 2021

 

Key Takeaways:

  • U.S. economic growth could reach between 8-10 percent in 2021.
  • Even with this growth outlook, the Federal Reserve has married itself to a 0 percent rate through 2023.
  • Contrary to the bond market’s higher inflation expectation, our view is that it will fall in the second half of 2021.
  • We have started to reduce risk for the first time since the height of the pandemic crisis.
  • Bitcoin could get caught in a risk-off shift that moves the price back down to the $20,000-$30,000 range.

 


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