CNBC: Scott Minerd Discusses How Liquidity Could Push Economy Higher

Dissecting current economic conditions, and what the ratio between market cap to GDP means for investors, with Guggenheim Partners' Global CIO Scott Minerd.

December 03, 2013


FEATURED PERSPECTIVES

Positioned for Choppier Waters - Featured Perspectives
May 16, 2018

Positioned for Choppier Waters

After several quarters of low volatility, tight spreads, and abundant liquidity, financial conditions are shifting.

Forecasting the Next Recession: Updating Our Outlook for Recession Timing - Featured Perspectives
May 09, 2018

Forecasting the Next Recession: Updating Our Outlook for Recession Timing

New developments in fiscal policy, the labor market, and the neutral interest rate suggest that the expansion could extend into the latter half of our recession range.

Seeking a Return on Sustainable Development - Featured Perspectives
April 26, 2018

Seeking a Return on Sustainable Development

A framework for transitioning sustainable investing to an institutional asset class.


VIDEO

Forecating the Next Recession 

Forecating 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.”

Macro Themes to Watch in 2018 

Macro Themes to Watch in 2018

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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