March 13, 2015
The opinions and forecasts expressed are as of 3.13.2015 and may not actually come to pass. This information is subject to change at any time, based on market and other conditions. The content of this video is for informational purposes only and should not be construed as a recommendation of any particular security, strategy or investment product. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Past performance is not indicative of future results.
After several quarters of low volatility, tight spreads, and abundant liquidity, financial conditions are shifting.
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.
A framework for transitioning sustainable investing to an institutional asset class.
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.”
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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