Scott Minerd discusses the importance of transitioning sustainable development into an institutional asset class.
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.
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.
Economic strength in the U.S. and the announcement of QE in Europe could spell the end of the recent bond rally.
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.
A solid run of domestic data has set the United States apart from a beleaguered world.
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.
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.
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 calls in to Bloomberg TV to discuss the policy response to the crisis.
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