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.


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.


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.







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