CNBC: U.S. is the Hope for China and Europe Economies

Scott Minerd speaks with CNBC's Carl Quintanilla discussing themes at Davos including income inequality and why Africa could be the place to be in terms of emerging markets.

January 23, 2014

Watch this segment on CNBC



 

FEATURED PERSPECTIVES

No One Wins a Trade War - Featured Perspectives
July 17, 2018

No One Wins a Trade War

If you want to see who the real victims of tariffs are, go look in the mirror.

Solving the Core Fixed-Income Conundrum - Featured Perspectives
July 09, 2018

Solving the Core Fixed-Income Conundrum

Shortening duration, maintaining an investment-grade portfolio, and generating attractive yields do not have to be competing investment objectives for core fixed-income investors.

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.


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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