/perspectives/media/we-could-be-entering-a-golden-age

“We could be entering a golden age.”

Scott Minerd, Chairman of Investments and Global CIO, explains on Bloomberg TV what unprecedented monetary and fiscal policy could mean for the U.S. economy.

January 15, 2021

 

Key Takeaways:

  • More upside in credit as accommodative monetary policy could cause credit spreads to continue to tighten.
  • The release of household contingency savings back into the economy should support corporate cash flows.
  • The economic trajectory suggests a post-pandemic period of prosperity similar to the one experienced in the early 1960s.
  • The rally in cryptocurrencies is moving into a speculative frenzy, but there is still potentially a lot of upside.

 


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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