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 15, 2020

Note to Clients: Meeting an Historic Challenge

Tonight, we stand at the precipice of an historic challenge. Nothing in our collective experience compares to the circumstances that we now face.


March 09, 2020

The Butterfly Effect

The market is waking up to not just the viral contagion of coronavirus, but also to financial, economic, and geopolitical contagion.


February 27, 2020

Note to Clients: Markets Infected by Coronavirus

Portfolio positioning with coronavirus on the brink of pandemic.


February 13, 2020

“Peace for Our Time”

The coronavirus is a looming economic problem.


January 23, 2020

The Economic Incentives of Climate Change

Realistic practical solutions must become the primary focus of climate change debate.


January 20, 2020

Global Central Banks Fueling a Ponzi Market

Ultimately, investors will awaken to the rising tide of defaults and downgrades.


January 17, 2020

For a Sustainable Future, Measure Economic Impact Not Output

Economic statistics do not measure social or environmental impact.


December 23, 2019

From the Desk of the Global CIO: Risk and Reward of Successful 'Mid-Cycle' Rate Cuts

In all likelihood, the Fed has successfully staved off recession, but current spreads reflect just how little upside there is in credit.


August 21, 2019

From the Desk of the Global CIO: Looking Past the Liquidity-Driven Rally

Credit spreads could get tighter as the Fed begins its easing campaign, but history has shown that the potential for widening from here is much greater.


July 29, 2019

The Fed's Sugar High

Rational immigration policy, not rate cuts, is the way to avoid recession.







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