Scott Minerd, Guggenheim Partners Global CIO and Chairman of Guggenheim Investments, joins CNBC to discuss opportunities for investors in a market beset by policy and economic challenges.
Duration could again be a tailwind for returns.
October will test the Fed’s resolve.
Clues from history on how to successfully end the current surge in prices.
The Fed’s best opportunity to “normalize” policy.
The COVID Delta Variant’s Looming Threat to Risk Assets.
A revival of the Obama-era Build America Bonds would raise funds with less taxes.
A Green New Deal should not be viewed as a big government program, but as an opportunity to reinvent vast swaths of the U.S. economy while pursuing the laudable goal of carbon neutrality.
With economic growth in 2021 likely to far exceed potential, we may be entering a golden age for credit.
Investors’ reach for yield puts downward pressure on 10-year Treasury rates, likely rendering the current yield unsustainable.
The relative calm we feel in the markets right now isn’t the end of the storm, it is just the eye.
In addition to serving as Global Chief Investment Officer of Guggenheim Partners and Chairman of Guggenheim Investments, Scott Minerd is also a member of the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets, an advisor to the Organization for Economic Cooperation and Development, and a contributing member to the World Economic Forum. Minerd is regularly featured in leading financial media outlets, including Financial Times, Barron’s, Bloomberg, CNBC, Fox Business News, Forbes, and Reuters.
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Scott Minerd, Chairman of Investments and Global CIO, joins CNBC as we face war, inflation, and a new COVID outbreak in China.
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