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.


August 21, 2015

Pressure Mounts on China to Act

Weak manufacturing data out of China indicate that its policymakers will have to act drastically to reverse its decline.


August 17, 2015

Fundamental Truths

When policymakers tell you one thing and the data tell you something different, heed the data.


August 07, 2015

Keep Your Powder Dry

Reports of ongoing global market volatility are taking a toll on consumer confidence. However, compelling opportunities await patient investors.


July 31, 2015

China's Dilemma: Is it 1987 or 1929?

If Chinese policymakers don’t alter course soon, the current Chinese equity market correction could turn into a stock market plunge similar to what happened in the United States in 1929.


July 17, 2015

Rates Must Rise to Avert Next Crisis

Policymakers have created a Wicksellian dilemma where investment spurred by low interest rates is driving economic growth, but these inefficient investments support growth at the expense of lower productivity in the economy.


July 06, 2015

Staring Into an Abyss

With a resounding "NO" vote on the Greek referendum to accept the terms of Europe's proposed "bailout," market pundits are out in force talking about the coming turmoil. I think investors and policymakers alike would be wise to step back and put this unexpected outcome into perspective for the long term.


June 25, 2015

Sunny with a Chance of Turbulence

Despite a generally positive outlook, Grexit fears, the onset of a rate hike, negligible asset appreciation, and a high level of complacency are cause for concern.


June 19, 2015

Connecting the Dots

A stream of positive data supports a September rate hike, but summer storms loom on the horizon.


June 05, 2015

Against this Rosy Backdrop

While bonds are still reasonably valued, yields have risen more than expected and seasonals appear to have turned against equities.


May 15, 2015

Strange Machinations

What to make of markets that are no longer on speaking terms with their fundamentals.







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