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.
FEATURED PERSPECTIVES
Beijing is preparing for a protracted standoff as the U.S.-China trade war ramps up.
After the recession starts, high-yield bond and bank loan issuers have at least a 12-month runway before we experience a large wave of defaults.
Signs of economic strength suggest the market is wrong to price in a rate cut.
VIDEO
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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