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.


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.


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.







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