Scott Minerd discusses the importance of transitioning sustainable development into an institutional asset class.
While bonds are still reasonably valued, yields have risen more than expected and seasonals appear to have turned against equities.
What to make of markets that are no longer on speaking terms with their fundamentals.
The Kentucky Derby marks the beginning of summer, but ultimately investors must prepare for the coming winter.
Well-intended regulations that limit access to capital could be another crisis in the making.
Powerful secular and fundamental forces at work signal that the risk to U.S. interest rates remains to the downside.
Investors anticipating first-quarter GDP growth should revisit the data—a replay of 2014’s weather-induced economic downturn is more likely.
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.
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.
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.
While winter weather will likely distort first-quarter economic data, accommodative monetary policy around the world means the long-term outlook remains positive.
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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