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Global CIO Outlook    |   February 20, 2018

The Market Is Finally Getting the Joke

Investors are coming to terms with the idea that the Fed will keep raising rates because of inflation and economic pressures.


Global CIO Outlook    |   February 05, 2018

A Time for Courage

The equity bull market, while bloodied by rising rates, is not broken.


Global CIO Outlook    |   December 27, 2017

Sell the News on Tax Reform

The new tax package is causing investors to engage in more aggressive tax-loss selling.


Media    |   December 13, 2017

The Federal Reserve Hikes Interest Rates Again

Scott Minerd, Chairman of Investments and Global CIO, discusses with the CNBC Power Lunch panel the implications of Federal Reserve policy for the economy, corporate borrowers, and investors.


Media    |   December 07, 2017

The Downside of Double-Digit Upside Potential

Scott Minerd, Chairman of Investments and Global CIO, explains on CNBC’s Halftime Report the risks of late-cycle investing, how fiscal and monetary policy could play out, and where to look for better value opportunities than U.S. markets.


Macroeconomic Research    |   November 29, 2017

Forecasting the Next Recession

Our new analytical tools point to a high probability that the next recession will start in late 2019 to early 2020.


Macroeconomic Research    |   November 14, 2017

Normalizing Today, Overshooting Tomorrow

A strong economy is likely to embolden the Fed to raise rates at a faster pace than the market is expecting.


Sector Views    |   November 14, 2017

Rates: Markets Are Underestimating the Fed's Resolve

We continue to believe that the yield curve will flatten further and that a barbell position is appropriate.


Media    |   September 20, 2017

Implications of the Fed’s Asset Tapering Program

Scott Minerd, Chairman of Investments and Global CIO, joins CNBC Power Lunch to discuss the impact on markets and the economy of the Federal Reserve’s announced asset runoff plan.


Sector Views    |   August 16, 2017

Agency Mortgage-Backed Securities: All Eyes on the Fed

Fed policy—and the market’s reaction to it—will be a key driver of opportunities in 2018.



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