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.


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.


February 13, 2015

When Patience Disappears

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.


February 05, 2015

The Good News Behind GDP's Decline

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.


January 30, 2015

Good Company, Bad Stock

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.


January 23, 2015

The Consumption of Davos

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.


January 16, 2015

Buy the Rumor, Sell the News

Economic strength in the U.S. and the announcement of QE in Europe could spell the end of the recent bond rally.


January 09, 2015

Supply Shock and Awe

If the mid-80s’ supply-driven oil crisis is a guide, we should expect further declines and a prolonged period where oil prices remain depressed.


December 17, 2014

A Tale of Two Markets

A solid run of domestic data has set the United States apart from a beleaguered world.


December 11, 2014

Oil, Roil, and Turmoil

The free fall in oil prices is roiling markets. There are near-term benefits of lower energy prices, but darker clouds are gathering for the global economy.







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