CNBC: Why I Like U.S. Stocks: CIO Scott Minerd

CIO Scott Minerd explains why stocks will do well this year.

January 31, 2012


FEATURED PERSPECTIVES

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.

Jogging to the Exits - Featured Perspectives
November 19, 2018

Jogging to the Exits

Preparing for the market turbulence that typically occurs in the run up to a recession.

Forecasting the Next Recession: The Yield Curve Doesn’t Lie - Featured Perspectives
October 29, 2018

Forecasting the Next Recession: The Yield Curve Doesn’t Lie

Our Recession Probability Model and Recession Dashboard continue to suggest a recession is likely to begin in early 2020. Investors ignore the yield curve’s signal at their peril.


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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