November 13, 2017
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Benign conditions support near term value in credit, but default rates will rise as the Fed tightens further and corporate debt levels continue to grow.
Prepare for when the effects of fiscal stimulus begin to wear off and monetary policy keeps getting more restrictive.
Current conditions could persist for some time, but with a possible recession approximately two years away, the time for caution is approaching.
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.”
In his market outlook, Global CIO Scott Minerd discusses the challenges of managing in a market melt up and highlights several charts from his recent piece, “10 Macro Themes to Watch in 2018.”
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