Scott Minerd discusses the importance of transitioning sustainable development into an institutional asset class.
Combined with negative interest rates, fiscal and regulatory policies are doing little to support growth, and in most cases are restraining it.
While choppy markets require a strong stomach, they can provide an opportunity to allocate to assets that have been too heavily discounted.
Market fundamentals suggest we have reached a new point in the global energy story as this oil bear market finally draws to an end.
Ongoing market turmoil puts further Fed rate hikes on hold and increases pressure on China to make radical adjustments.
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.
For U.S. equities and credit, in particular, evidence is mounting that 2016 will prove happier than 2015 for investors.
Historically, both equities and fixed income have performed solidly in the initial years of Fed tightening cycles.
Risk assets—particularly high-yield bonds and bank loans—are well positioned to enjoy a prosperous road ahead.
Central banks’ aversion to any downturn should support the current rebound in risk assets through the end of the year.
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.
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 joins CNBC at Davos 2019 to explain why with so little wiggle room on rates, the Federal Reserve may be forced to reengage in quantitative easing if the economy stalls.
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