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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    |   January 23, 2018   

Davos as Contra-Indicator

Euphoria at Davos may be a sign that the market melt up may soon begin to cool.

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    |   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    |   July 24, 2017    |   High-Yield and Bank Loan Outlook

High-Yield and Bank Loan Outlook: Bank Loans to Gain from Further Rate Increases

High-yield and bank loan coupons are converging—just as they have in the past three tightening cycles.

Global CIO Outlook    |   July 17, 2017   

Ignore the Cassandra Chorus, Rates Won’t Skyrocket

As pundits point to the recent market selloff as proof rates are about to skyrocket, it is wise to step back and grasp the big picture.

Media    |   June 29, 2017   

Investment Strategies as Markets Near a Pivotal Point

Scott Minerd, Chairman of Investments and Global CIO, explains on Bloomberg TV’s What’d You Miss? how investors should read current market conditions—and how they should react.

Media    |   June 28, 2017   

Fed Is Fighting a Different Battle than Other Central Banks

Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg Asia to discuss the often conflicting factors influencing central bank policy around the world, the outlook for U.S. economic growth, and why markets are becoming increasingly vulnerable to a summer shock.

Global CIO Outlook    |   June 27, 2017   

Yield Curve Behavior Explained

Why are long-term yields falling when the Federal Reserve is raising rates?

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