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.


February 05, 2016

The Endgame for Oil

Market fundamentals suggest we have reached a new point in the global energy story as this oil bear market finally draws to an end.


January 21, 2016

Storm Clouds Over Davos

Ongoing market turmoil puts further Fed rate hikes on hold and increases pressure on China to make radical adjustments.


January 20, 2016

Cooler Heads Will Prevail, Even as Markets Panic

While the market will remain volatile and likely lead to a period of outright panic, that is when having a “cool head” will pay off.


January 06, 2016

A Happy New Year After All

For U.S. equities and credit, in particular, evidence is mounting that 2016 will prove happier than 2015 for investors.


December 17, 2015

What the Fed's Rate Hike Means for Investors

Historically, both equities and fixed income have performed solidly in the initial years of Fed tightening cycles.


November 23, 2015

Happy Holidays for Risk Assets

Risk assets—particularly high-yield bonds and bank loans—are well positioned to enjoy a prosperous road ahead.


November 06, 2015

Bad News Is Good News, Once Again

Central banks’ aversion to any downturn should support the current rebound in risk assets through the end of the year.


October 23, 2015

China's Currency Conundrum

Investors seem to universally agree that China will continue to weigh on the global economy until it devalues its currency, yet few think such an adjustment is likely anytime soon.


September 15, 2015

The Fed's Dilemma

The U.S. Federal Reserve’s rate rise history reveals a familiar dilemma—previous delays led to inflated asset prices and recessions.


August 24, 2015

A Painful but Healthy Adjustment for Risk Assets

The source of the current market correction is the massive misalignment of exchange rates, which finds its roots in quantitative easing.







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