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.


March 25, 2021

A Successful Green New Deal Will Need Private Partners

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.


March 11, 2021

From the Desk of the Global CIO: Staying on Offense

With economic growth in 2021 likely to far exceed potential, we may be entering a golden age for credit.


March 02, 2021

A Drunk Man in the Snow: The Random Walk of Interest Rates

Investors’ reach for yield puts downward pressure on 10-year Treasury rates, likely rendering the current yield unsustainable.


October 22, 2020

In the Eye of the Storm

The relative calm we feel in the markets right now isn’t the end of the storm, it is just the eye.


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.







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