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 09, 2017

Bull Market Complacency Calls for Caution—and Action

Investors need to be vigilant, as stocks and bonds are expensive, volatility is low, and risks lay ahead.


May 01, 2017

The Keys to American Growth

Policymakers take heed: Successful economic policy is still determined by the four essential factors of production—land, labor, capital, and entrepreneurship.


December 26, 2016

A Contrarian’s View on Inflation Fears

Longer-term bond yields are near their highs for this cycle, while the environment for riskier assets like high-yield bonds, bank loans and stocks remains positive.


August 24, 2016

A New Policy Orthodoxy Is Emerging

Central bank policies implemented in the near-term may seem extreme today, but they will likely soon become policy orthodoxy.


June 28, 2016

Brexit Reaction: Keep Calm and Carry On

In the long run there are certainly issues to be sorted through, but in the short run Brexit is a buying opportunity.


May 26, 2016

Why the G7 May Be Hastening Helicopter Money

Faced with a sharply appreciating yen, and lacking G7 support, Japan may need to take extreme measures.


May 20, 2016

Sustainable Development: The Future of Investing

Smart, strategic investments in sustainable development today can deliver strong, stable returns, and make the world a better place.


May 03, 2016

Complacency in Uncharted Waters

The next challenge for central bankers is changing monetary policy when the economy has come to depend on it.


April 07, 2016

The Global Liquidity Trap Turns More Treacherous

Combined with negative interest rates, fiscal and regulatory policies are doing little to support growth, and in most cases are restraining it.


February 23, 2016

The Great Recession Scare of 2016

While choppy markets require a strong stomach, they can provide an opportunity to allocate to assets that have been too heavily discounted.







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