January 22, 2020
Scott Minerd, Chairman of Investments and Global CIO, and Guggenheim’s Macroeconomic and Investment Research Group analyze the 10 macroeconomic trends likely to shape monetary policy and investment performance this year.
Among our major themes:
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Credit spreads still have room to tighten, but default risk remains elevated in certain sectors.
The relative calm we feel in the markets right now isn’t the end of the storm, it is just the eye.
Cooperation and understanding between China and United States is vital as global economic and environmental challenges mount.
Brian Smedley, Head of Macroeconomic and Investment Research, and Portfolio Manager Steve Brown share their outlook for the third quarter 2020.
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.
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