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.


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.


April 03, 2013

Sound Fundamentals but Fatigue in the Markets

Although economic fundamentals continue to strengthen, the run-up in asset prices that has unfolded over the past half-year appears to be at risk of a temporary set-back.


March 27, 2013

A More Mature Bull Market

One of the characteristics of a more mature bull market, such as the one we are in today, is that asset prices become more susceptible to contractions due to negative news.


March 20, 2013

Cyprus as a Pandora's Box

The attempt to levy a deposit tax on Cypriot accounts has the potential to further destabilize the European Union, with contagion risk elevating for other peripheral member states.


March 13, 2013

Excess Liquidity Finds a Home

U.S. home prices appear likely to continue to rise as the Federal Reserve injects more liquidity into the system. Given housing’s unique characteristics, this will have positive effects for consumption and growth.







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