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.


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.


December 04, 2014

The Dark Side to Falling Oil Prices

The slump in oil prices could stifle global growth and force some oil-dependent economies into recession.


November 20, 2014

Falling Gas Prices Fuel Holiday Cheer

Rising equities and falling prices at the pump will bring holiday cheer, but be aware of potential headwinds as we head into 2015.


November 07, 2014

'Risk On' for Now

U.S. high-yield bonds, leveraged credit, and equities will likely outperform in the coming months, but there are obstacles ahead.


October 29, 2014

Europe Must Act Now

Things in Europe are bad and policymakers appear already to have fallen behind the curve. The reality is the ECB will need to purchase at least another €1.5 trillion in assets, and even that may not be enough to avert a severe slowdown.


October 23, 2014

Short-Term Optimism, Longer-Term Caution

U.S. stocks will likely move higher as pension fund managers go bargain hunting in an effort to put seasonal cash inflows to work.







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