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.


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.


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.







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