Scott Minerd, Chairman of Investments and Global CIO, discussed his outlook for markets and the economy with CNBC’s Brian Sullivan during the Milken Institute 2020 Global Conference.
Despite a strong March 2021 jobs report, full employment remains far away.
The summer months tend to deliver stronger-than-average returns for bonds.
Fed Chair Jay Powell is giving conflicting guidance to bond investors.
Our view is that inflation will generally remain subdued in coming years, allowing the Fed to point to cumulative shortfalls from its two percent goal to support delaying the start of policy tightening.
Selected charts from our First Quarter Fixed-Income Outlook illustrate why we are staying on offense.
Pandemic deaths continue to mount, but vaccine deployment and massive policy support will lift growth in 2021.
Our portfolios are constructed based on the key aspects of each candidate’s policy agenda that we believe will move markets. We will publish daily updates in the run up to the presidential election on Nov. 3, 2020.
Ten charts illustrate the macroeconomic trends most likely to shape Fed policy and investment performance in 2020 and beyond.
The beleaguered manufacturing sector is showing signs of improvement.
Selected charts from our Fourth Quarter Fixed-Income Outlook illustrate the risk and reward of “mid-cycle” rate cuts.
Follow Scott Minerd Follow GuggenheimPtnrs
You are now leaving this website.Guggenheim assumes no responsibility of the content or its accuracy.
© 2021 Guggenheim Partners, LLC. All rights reserved. Guggenheim, Guggenheim Partners and Innovative Solutions. Enduring Values. are registered trademarks of Guggenheim Capital, LLC.
We use cookies on our site. You may control whether and how your browser accepts cookies; please see your browser help documentation for more information. To learn more about the information we collect and how we use it, view our Privacy Policy.