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.


May 08, 2015

Dog Days of the U.S. Expansion

The Kentucky Derby marks the beginning of summer, but ultimately investors must prepare for the coming winter.


April 30, 2015

Where Is the Prudence in Macroprudential Policy?

Well-intended regulations that limit access to capital could be another crisis in the making.


April 24, 2015

Sine of the Times

Powerful secular and fundamental forces at work signal that the risk to U.S. interest rates remains to the downside.


April 10, 2015

‘It’s the Weather…!’

Investors anticipating first-quarter GDP growth should revisit the data—a replay of 2014’s weather-induced economic downturn is more likely.


March 26, 2015

The Monetary Illusion

The long-term consequences of global QE are likely to permanently impair living standards for generations to come while creating a false illusion of reviving prosperity.


March 20, 2015

Euro: Parity Like It’s 1999

Europe stands to benefit as the euro nears parity with the U.S. dollar; the Fed knows the U.S. economy faces a winter soft patch; the outlook for equities and fixed income remains fundamentally strong.


March 12, 2015

This Too Shall Pass

Behavioral finance reminds us that ignoring daily volatility roiling the market is wise. Instead, investors should focus on the positive, fundamental outlook for equities and fixed income.


March 05, 2015

The Great Monetary Expansion

While winter weather will likely distort first-quarter economic data, accommodative monetary policy around the world means the long-term outlook remains positive.


February 26, 2015

Rate Hike Rally

The lead-up to the first rate hike by the Federal Reserve is historically a favorable environment for U.S. equities and credit.


February 19, 2015

The Glass Ceiling on Rates

With the debt-to-GDP ratio at historic highs, the Fed doesn’t have much room to maneuver on the federal funds rate.







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