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 06, 2013

When Will The Music Stop?

The investment environment is in transition, with uncertainty around policy moves contributing an increasing amount of uncertainty for asset prices.


February 27, 2013

An Ephemeral Swoon

Although volatility is likely to stay relatively high going forward, the recent move in the markets to risk-off mode appears to be a temporary condition.


February 21, 2013

Collateral Damage in the Currency Wars

Global competitive devaluation will continue to cause asset prices to rise in the near-term, but the broader implication of the policies will be increased volatility.


February 13, 2013

When Politics Trump Economics

The U.S. economic expansion continues, but increasing attention to political risks, and currency wars, in particular, indicate a period of heightened volatility could be ahead.


February 06, 2013

Echoes of 2004

Rising equities and tightening credit spreads define the near-term investment outlook, but this is not the first time we have seen this cycle play out in recent memory.


January 31, 2013

Crystallization at Davos

The euphoria among my fellow Davos attendees was palpable, but short and long-term risks for the world’s advanced economies, including competitive currency devaluation, remain concerning.


January 24, 2013

Escape Velocity in the Economy

The broad improvement in U.S. economic data indicates that the economy is likely to continue to expand, supporting earnings growth and pointing to an eventual return of leveraged buy outs.


January 16, 2013

Signs of a Rotation

As yields continue to dwindle and risks in the fixed income market come into clearer focus, investors have begun to regard equities as a compelling alternative to bonds.


January 09, 2013

A Brighter Picture for Jobs and the Economy

Promising fundamental developments suggest that U.S. economic expansion is likely to continue and equities will rise in the first quarter. 


January 03, 2013

Restricted Room For Higher Rates

Interest rates should rise through 2013, however, the level to which they can increase will be limited by the Federal Reserve’s ongoing attempt to stimulate activity in the housing market.







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