Analyzing the Coronavirus Market Rout

Scott Minerd, Chairman of Investments and Global CIO, calls in to CNBC after the worst day for stocks since the 1987 crash. As markets wake up to the economic contagion from COVID-19, he discusses liquidity issues and calls for much more monetary and fiscal support.

March 12, 2020

 

Key Takeaways:


Read Global CIO Outlook: The Butterfly Effect


FEATURED PERSPECTIVES

A Drunk Man in the Snow: The Random Walk of Interest Rates - Featured Perspectives
March 02, 2021

A Drunk Man in the Snow: The Random Walk of Interest Rates

Investors’ reach for yield puts downward pressure on 10-year Treasury rates, likely rendering the current yield unsustainable.

A Ripe Environment for Strong Credit Performance - Featured Perspectives
February 25, 2021

A Ripe Environment for Strong Credit Performance

Our positive 2021 economic outlook, combined with better-than-expected company fundamentals, supports strong credit performance and spreads.

In the Eye of the Storm - Featured Perspectives
October 22, 2020

In the Eye of the Storm

The relative calm we feel in the markets right now isn’t the end of the storm, it is just the eye.


VIDEO

Fixed-Income Outlook 

Third Quarter 2020 Outlook

Brian Smedley, Head of Macroeconomic and Investment Research, and Portfolio Manager Steve Brown share their outlook for the third quarter 2020.

The Long Road to Recovery 

The Long Road to Recovery

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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