Scott Minerd discusses the importance of transitioning sustainable development into an institutional asset class.
Now is the time for strong actions rather than words from the European Central Bank, but their actions could send more capital to the United States and push interest rates lower over the summer.
The world is distracted with fears of the next great calamity, but heading into summer U.S. financial markets are enjoying a remarkably positive environment.
Alarm bells are warning of a Chinese property bubble, but Beijing can avoid a crisis by allowing inflation to fix the problem.
After breaking out of their recent trading range, yields on U.S. Treasuries could now be heading significantly lower and the U.S. economy could enjoy fast economic growth in the coming months.
It’s topsy turvy season as U.S. interest rates are falling when they should normally be rising and because 2014 might be the year to ignore the age-old advice to sell in May and go away.
The situation in Ukraine could become worse than markets now anticipate as Putin’s best interests might not be what investors expect.
The U.S. “risk-on” trade is still in place, even as some leveraged credit is showing signs of overheating.
Turmoil in Ukraine, growth concerns in Japan, and weakness in U.S. equity markets are giving U.S. investors a short-term case of heartburn but none of this should undermine the overall case for optimism.
As the Fed considers the precise timing of tightening monetary policy, a key consideration will be how many Americans want to get back to work. Monetary doves found an olive twig amid the floodwaters last week when the labor force participation rate increased slightly.
U.S. investors are largely convinced that the Fed will raise interest rates in the middle of 2015 but sluggish inflation could push that eventuality back into 2016.
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 explains on Fox Business News at the Milken Global Conference that 2018 should enjoy robust economic growth and stock performance but Fed policy should bring recession by early 2020.
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