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.


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.


June 04, 2014

Acta Non Verba

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.


May 29, 2014

Taking Advantage of Pessimism

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.


May 21, 2014

China’s Property Problems

Alarm bells are warning of a Chinese property bubble, but Beijing can avoid a crisis by allowing inflation to fix the problem.







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