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 26, 2014

Plant a Tree Today, Sit in the Shade Tomorrow

The Federal Reserve’s desire to be predictable should lead to an incremental path for the coming tightening cycle and that suggests increasing exposure to floating-rate instruments.


March 19, 2014

The Song Remains the Same

The noisy journey from winter to spring in the United States may mask the underlying strength in the U.S. economy. The risk-on environment should remain intact, despite international tensions.


March 12, 2014

Fail to Prepare, Prepare to Fail

Five years into the U.S. bull market this remains a “risk on” environment, but with monetary tightening on the horizon now is a time to become more cautious and start thinking about what comes next.


March 05, 2014

The Briefest Flight to Safety

Tensions in Ukraine and tapering speculation seem unlikely to derail rising U.S. equity markets and the positive outlook for U.S. credit.


February 26, 2014

Big Wheel Keep on Turning

Economic uncertainty from this winter soft patch will linger for months, but strong housing fundamentals should underpin a strengthening U.S. economy while low inflation augers well for stock prices.


February 20, 2014

Nothing Burns Like the Cold

The U.S. economy has stalled amid a winter freeze but the Federal Reserve is unlikely to act because warmer weather should bring a rebound, leading to higher U.S. stock prices and tighter credit spreads.


February 12, 2014

Bad News is Good News Again

Extremely cold weather in the United States, a sell-off in equities and in emerging markets, and large swings in fund flows combined for a volatile start to the year. But none of this will derail the ongoing U.S. economic expansion, and investors should take advantage of this temporary weakness.


February 05, 2014

An Opportunity to Buy

We will likely look back on the current turbulence in financial markets as a healthy correction, and an encouraging sign that policymakers are allowing markets to self-correct in a way not seen since before 2008.


January 29, 2014

A Healthy Correction in Emerging Markets

It has been a hard start to the year, especially for emerging markets, but the latest dislocation is a healthy part of the cycle and the risk-on trade remains intact.


January 22, 2014

At Davos, Inequality and Africa in Focus

As world leaders gather in Davos, inequality and Africa take center stage.







© 2018 Guggenheim Partners, LLC. All rights reserved. Guggenheim, Guggenheim Partners and Innovative Solutions. Enduring Values. are registered trademarks of Guggenheim Capital, LLC.