Scott Minerd discusses the importance of transitioning sustainable development into an institutional asset class.
Economic statistics do not measure social or environmental impact.
In all likelihood, the Fed has successfully staved off recession, but current spreads reflect just how little upside there is in credit.
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.
Rational immigration policy, not rate cuts, is the way to avoid recession.
Beijing is preparing for a protracted standoff as the U.S.-China trade war ramps up.
Signs of economic strength suggest the market is wrong to price in a rate cut.
It will not be possible for one government, organization, or person to solve the sustainable development challenges of our society.
Should the mood this year at Davos prove once again to be a contra-indicator, this may be the signal that the economy is likely to re-accelerate soon and that the party in risk assets continues.
What would be a normal seasonal correction is turning into the worst December selloff in equities since the Great Depression.
To achieve long-term prosperity, rational immigration policy must become a priority.
In addition to serving as Global Chief Investment Officer of Guggenheim Partners and Chairman of Guggenheim Investments, Scott Minerd is also a member of the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets, an advisor to the Organization for Economic Cooperation and Development, and a contributing member to the World Economic Forum. Minerd is regularly featured in leading financial media outlets, including Financial Times, Barron’s, Bloomberg, CNBC, Fox Business News, Forbes, and Reuters.
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Global CIO Scott Minerd calls in to Bloomberg TV to discuss the policy response to the crisis.
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