Scott Minerd discusses the importance of transitioning sustainable development into an institutional asset class.
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.
The lead-up to the first rate hike by the Federal Reserve is historically a favorable environment for U.S. equities and credit.
With the debt-to-GDP ratio at historic highs, the Fed doesn’t have much room to maneuver on the federal funds rate.
Advance notice of the timing of a rate hike by the Federal Reserve may hinge on the removal of just one word, warns St. Louis Fed President Bullard.
As the U.S. economy maintains its momentum and with the euro zone showing signs of improvement, all eyes are now on the Fed’s next move on rates.
The U.S. economy is strong relative to other countries, but its equity valuations mean less upside potential for long-term investors than other areas of the world.
The European Central Bank’s announcement of quantitative easing quickly became the consuming topic at the World Economic Forum’s Annual Meeting. While I view this as arguably the most monumental event in the history of the European Union, the question remains whether it will be enough to stimulate Europe’s flagging economy.
Economic strength in the U.S. and the announcement of QE in Europe could spell the end of the recent bond rally.
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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