January 23, 2017
Scott Minerd, Chairman of Investments and Global CIO, and our Macroeconomic and Investment Research Group analyze in 10 annotated charts the global macroeconomic trends we believe are most likely to shape the investment environment in 2017. Among our major themes:
Access Guggenheim Investments’ 10 Macro Themes for 2017 (PDF)
This article is distributed for informational purposes only and should not be considered as investing advice or a recommendation of any particular security, strategy or investment product. This article contains opinions of the author but not necessarily those of Guggenheim Partners or its subsidiaries. The author’s opinions are subject to change without notice. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. No part of this article may be reproduced in any form, or referred to in any other publication, without express written permission of Guggenheim Partners, LLC. ©2017, Guggenheim Partners. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information.
The risks of tightening into a downturn.
Clues from history on how to successfully end the current surge in prices.
Exploring the performance of leveraged credit in past tightening cycles.
VIDEOS & PODCASTS
Maria Giraldo, CFA, Managing Director, Investment Research, and Evan Serdensky, Director, Portfolio Management, provide our macro and markets outlook.
U.S. Economist Matt Bush analyzes the latest Fed announcement and labor and inflation data, Investment Strategist Maria Giraldo discusses credit risk while the Fed tightens, and Managing Director Chris Keywork updates on the bank loan market.
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