Hazards of the Next Two Years

In this five-part video series, Brian Smedley, Head of Macroeconomic and Investment Research, discusses on Asset TV how investors can navigate a broad range of market risks as we approach the end of the current business cycle.

August 15, 2018   |    By Brian Smedley, Head of Macroeconomic and Investment Research

 

 


FEATURED PERSPECTIVES

Late-Cycle Drama Is Unfolding - Featured Perspectives
March 07, 2019

Late-Cycle Drama Is Unfolding

Risk assets will likely enjoy another rally while the Fed stays on hold, but the pause will only allow excesses to become more pronounced.

Amber Lights Flash at Davos - Featured Perspectives
January 24, 2019

Amber Lights Flash at Davos

Should the mood this year at Davos prove once again to be a contra-indicator, this may be the signal that the economy is likely to re-accelerate soon and that the party in risk assets continues.

Sometimes Meteors Strike the Earth - Featured Perspectives
December 27, 2018

Sometimes Meteors Strike the Earth

What would be a normal seasonal correction is turning into the worst December selloff in equities since the Great Depression.


VIDEO

Forecating the Next Recession 

Forecasting the Next Recession

Global CIO Scott Minerd and Head of Macroeconomic and Investment Research Brian Smedley provide context and commentary to complement our recent publication, “Forecasting the Next Recession.”

Solving the Core Fixed-Income Conundrum 

Solving the Core Fixed-Income Conundrum

Anne Walsh, Chief Investment Officer for Fixed Income, shares insights on the fixed-income market and explains the Guggenheim approach to solving the Core Conundrum.







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