Higher Stocks, Lower Bonds, and a Pricey Christmas

Scott Minerd, Chairman of Investments and Global CIO, joins CNBC from the 2021 Milken Institute Global Conference, to discuss current market trends and the outlook for rates and inflation.

October 18, 2021

 

 

Video Highlights:


Read Macro Alert: Weak Data and Fiscal Uncertainty Will Delay Fed Tapering

 


FEATURED PERSPECTIVES

Are High-Yield Markets Misjudging Evergrande Risk? - Featured Perspectives
November 24, 2021

Are High-Yield Markets Misjudging Evergrande Risk?

High-yield investors should be weighing the risks of contagion more carefully.

Yield Curve Flattening Carries a Warning About Looming Rate Hike Cycle - Featured Perspectives
November 01, 2021

Yield Curve Flattening Carries a Warning About Looming Rate Hike Cycle

The long end of the yield curve has inverted for the first time since 2009.

Things Couldn’t Be Better - Featured Perspectives
July 30, 2021

Things Couldn’t Be Better

The COVID Delta Variant’s Looming Threat to Risk Assets.


VIDEO

Fixed-Income Outlook 

Midyear 2021 Outlook

Brian Smedley, Chief Economist and Head of Macroeconomic and Investment Research, and Portfolio Manager Adam Bloch provide our macro and markets outlook.

The Long Road to Recovery 

The Long Road to Recovery

Scott Minerd, Chairman of Investments and Global CIO, discussed his outlook for markets and the economy with CNBC’s Brian Sullivan during the Milken Institute 2020 Global Conference.