Current conditions could persist for some time, but with a possible recession approximately two years away, the time for caution is approaching.
Investors are coming to terms with the idea that the Fed will keep raising rates because of inflation and economic pressures.
The equity bull market, while bloodied by rising rates, is not broken.
Assessing the risks of covenant-lite loans, 0 percent Libor floors, tax reform, and tightening spreads.
The new tax package is causing investors to engage in more aggressive tax-loss selling.
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.
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.
Our new analytical tools point to a high probability that the next recession will start in late 2019 to early 2020.
A strong economy is likely to embolden the Fed to raise rates at a faster pace than the market is expecting.
We continue to believe that the yield curve will flatten further and that a barbell position is appropriate.
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