December Volatility Portends a Taste of the Next Recession

Scott Minerd, Chairman of Investments and Global CIO, cautions on Bloomberg TV at Davos 2019 that market volatility in the wake of the last Federal Reserve meeting was a warning sign.

January 23, 2019


Read our recession dashboard update: The Yield Curve Doesn't Lie


FEATURED PERSPECTIVES

Note to Clients: Where We Are Nibbling at Value - Featured Perspectives
April 05, 2020

Note to Clients: Where We Are Nibbling at Value

Allocating capital as the pandemic progresses; emerging markets may be next domino to fall.

The Great Leverage Unwind  - Featured Perspectives
March 22, 2020

The Great Leverage Unwind

Funding and trading markets are not functioning well due to excessive leverage needing to be unwound in the financial system.

Value Is a Poor Timing Tool - Featured Perspectives
March 20, 2020

Value Is a Poor Timing Tool

Markets often overshoot, and just because things are cheap doesn’t mean they can’t get cheaper.


VIDEO

Fixed-Income Outlook 

Fourth Quarter 2019 Fixed-Income Outlook

Brian Smedley, Head of the Macroeconomic and Investment Research Group, and Portfolio Manager Adam Bloch share insights from the fourth quarter 2019 Fixed-Income Outlook.

Solving the Core Fixed-Income Conundrum 

Solving the Core Fixed-Income Conundrum

Anne Walsh, Chief Investment Officer for Fixed Income, shares insights on the fixed-income market and explains the Guggenheim approach to solving the Core Conundrum.




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