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.


August 07, 2014

Investor or Speculator?

The recent selloff in U.S. stocks is healthy and could set markets up to reach new highs by year end. Long- term investors should not fall victim to panic and sell.


July 30, 2014

Normalize to What?

Despite a disconcerting, growing consensus among investors, the likelihood of a sudden increase in U.S. interest rates is fairly remote for now.


July 24, 2014

The Hangover

The Fed’s not taking the punch bowl from the party, but investors should be wary of the hangover.


July 16, 2014

The Tolling Bells of Complacency

A few years ago, facing a world in crisis, central banks aggressively employed monetary policy to avoid catastrophe in financial markets. Now, they must be equally aggressive in fighting complacency.


July 09, 2014

Guarding Against Complacency

Investors should expect a quiet summer with markets rolling along, but with valuations becoming frothy now is a time to consider greater exposure to assets with higher credit quality.


July 02, 2014

The Outlook for Yields

As U.S. economic growth gathers pace, yields on 10-year U.S. Treasuries should shift higher over the next two to three years, eventually moving as high as 3.75-4 percent.


June 25, 2014

The Signal and the Noise

U.S. Federal Reserve policymakers are dismissing as “noise” signs that inflation pressure is building, but perhaps they should be listening more closely.


June 18, 2014

American Allure

The American economy is looking stronger, and with Europe improving and China working through its problems, the outlook for U.S. stocks and bonds looks positive heading into summer.


June 11, 2014

Central Banks Chart a Course for Overheating

When bull markets mature, investors fear a coming crisis. Today there are plenty of candidates from Europe to China to Thailand. But bull markets climb a wall of worry and there are reasons now not to expect a looming crisis.


June 11, 2014

Trading the Last Third of a Move

When bull markets mature, investors fear a coming crisis and today there are plenty of candidates from Europe to China to Thailand. Still, some of the best profits may lie ahead.







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