Implications of the Trade War with China

Scott Minerd, Chairman of Investments and Global CIO, explains on Bloomberg TV why tariffs have historically been bad for markets.

June 03, 2019

 

Read the CIO Outlook: U.S.-China Trade War: The New Long March

FEATURED PERSPECTIVES

Risk and Reward of Successful 'Mid-Cycle' Rate Cuts - Featured Perspectives
December 23, 2019

Risk and Reward of Successful 'Mid-Cycle' Rate Cuts

In all likelihood, the Fed has successfully staved off recession, but current spreads reflect just how little upside there is in credit.

The Transition Away from Libor - Featured Perspectives
December 12, 2019

The Transition Away from Libor

Much Progress, More Wood to Chop

The Science and Art of Risk Management: Liquidity Risk - Featured Perspectives
November 08, 2019

The Science and Art of Risk Management: Liquidity Risk

Good risk management leads to good decision making.


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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