Scott Minerd discusses the importance of transitioning sustainable development into an institutional asset class.
The slump in oil prices could stifle global growth and force some oil-dependent economies into recession.
Rising equities and falling prices at the pump will bring holiday cheer, but be aware of potential headwinds as we head into 2015.
U.S. high-yield bonds, leveraged credit, and equities will likely outperform in the coming months, but there are obstacles ahead.
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.
U.S. stocks will likely move higher as pension fund managers go bargain hunting in an effort to put seasonal cash inflows to work.
After a volatile week in markets, U.S. equities are now oversold and investors should be alert for seasonal factors that should soon turn positive.
The U.S. economy is strong enough to suggest higher interest rates ahead, but a number of factors suggest U.S. Treasury yields could move lower.
As the Federal Reserve maintains a “highly accommodative” monetary policy the central bank runs the risk of allowing the U.S. economy to overheat.
While the U.S. economy is gaining momentum, investors should nevertheless brace for volatility in the next few weeks.
As the U.S. Federal Reserve debates withdrawing accommodation the doves have the upper hand, but that does not mean they won’t make a concession to hawks and hike sooner than the market expects.
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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