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.


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.


May 15, 2014

Breaking Good

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.


May 07, 2014

Forward into Broad, Sunlit Uplands

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.


April 30, 2014

Old Embers Never Die

The situation in Ukraine could become worse than markets now anticipate as Putin’s best interests might not be what investors expect.


April 23, 2014

Resistance is Futile, for Now

The U.S. “risk-on” trade is still in place, even as some leveraged credit is showing signs of overheating.


April 16, 2014

A Bend in the Road is Not the End of the Road

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.


April 09, 2014

Wanting Work Makes a Difference

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.


April 02, 2014

Plans are Nothing; Planning is Everything

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.







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