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.


June 05, 2013

The Fed's Dilemma

Market volatility is rising as the Fed continues with its asset purchase program. The economy also appears increasingly vulnerable to a rise in interest rates, which would have an adverse effect on housing in particular.


June 04, 2013

The Canary in the Coal Mine

Ongoing monetary stimulus is leading to heightened volatility, and the bull market which has been in place since 2009 is becoming overextended. The recent string of surprise downside moves in markets may be the canary in the coal mine for global investors.


May 30, 2013

Morning in a New Europe

The pace of policy reforms is accelerating and economic recovery appears to be on the horizon for the European Union.


May 22, 2013

QE from 35,000 Feet

Quantitative easing has benefited from global macro events and appears likely to continue for the rest of the year. Markets, though, will continue to anticipate how the current policies will eventually be unwound.


May 15, 2013

Abenomics for Europe

The devaluation of the Japanese yen may lead EU policymakers to implement measures that will help the economic situation in the single currency zone.


May 08, 2013

Make Way for the MIPS

Emerging markets still provide excellent opportunities for outperformance in equities, with Malaysia, Indonesia, the Philippines and Singapore being among the best positioned for the decade ahead.


May 01, 2013

Europe at Minimum Speed

Market forces are correcting the growth dichotomy between the European Union's core and periphery, thus improving the outlook for the region.


April 24, 2013

Questioning Quantitative Easing

Speculation over the reduction or expansion of quantitative easing largely amounts to market noise.


April 17, 2013

Signs of a Correction

Although the long-term economic picture remains sanguine, a number of global risks and economic results point to a temporary period of consolidation in equity markets.


April 10, 2013

The Ripple Effect of Abenomics

Monetary policy in Japan will continue to drive investors in that country to overseas markets, which will affect global asset prices and bond yields.







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