Global CIO Outlook

Guggenheim Global Chief Investment Officer Scott Minerd offers insights on macroeconomic trends and the potential impacts on global investment opportunities.



The Sustainable Development Quotient

Scott Minerd discusses the importance of transitioning sustainable development into an institutional asset class.


August 06, 2020

Give Trump His Payroll Tax Cut. It’s Good for America

The right payroll tax holiday would free up funds for Congress to increase stimulus.


July 29, 2020

China Matters More Than Ever

Cooperation and understanding between China and United States is vital as global economic and environmental challenges mount.


July 27, 2020

A Payroll Tax Holiday Will Put the U.S. Back to Work

The pandemic creates a good opportunity to make Social Security more sustainable.


June 08, 2020

The Fed’s Roadmap

The Fed has increasingly unorthodox policy options if the economy remains mired in a protracted downturn.


May 10, 2020

We Are All Government-Sponsored Enterprises Now

The support to corporate America during this economic shutdown risks the creation of a new moral obligation for the U.S. government.


April 26, 2020

Prepare for the Era of Recrimination

The unintended consequences and moral hazard of insufficient and misdirected policies.


April 13, 2020

The Emerging Emerging-Markets Crisis

Global capital markets are not pricing in the growing likelihood of rising EM corporate defaults.


April 05, 2020

Note to Clients: Where We Are Nibbling at Value

Allocating capital as the pandemic progresses; emerging markets may be next domino to fall.


March 27, 2020

The Faustian Bargain

The consequences of policymakers returning to the same tools employed in the financial crisis.


March 22, 2020

The Great Leverage Unwind

Funding and trading markets are not functioning well due to excessive leverage needing to be unwound in the financial system.







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