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.


July 17, 2018

No One Wins a Trade War

If you want to see who the real victims of tariffs are, go look in the mirror.


April 26, 2018

Seeking a Return on Sustainable Development

A framework for transitioning sustainable investing to an institutional asset class.


March 26, 2018

When Fiscal and Monetary Policy Collide

Prepare for when the effects of fiscal stimulus begin to wear off and monetary policy keeps getting more restrictive.


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.


February 05, 2018

A Time for Courage

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


January 23, 2018

Davos as Contra-Indicator

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


December 27, 2017

Sell the News on Tax Reform

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


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.


June 27, 2017

Yield Curve Behavior Explained

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


June 09, 2017

Bull Market Complacency Calls for Caution—and Action

Investors need to be vigilant, as stocks and bonds are expensive, volatility is low, and risks lay ahead.







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