Long-Term Macroeconomic Outlook

Scott Minerd, Global Chief Investment Officer, sheds light on U.S. economic strength, headwinds for the EU, and which emerging markets look attractive for long-term investors.

October 04, 2016

 

FEATURED PERSPECTIVES

A Ripe Environment for Strong Credit Performance - Featured Perspectives
February 25, 2021

A Ripe Environment for Strong Credit Performance

Our positive 2021 economic outlook, combined with better-than-expected company fundamentals, supports strong credit performance and spreads.

In the Eye of the Storm - Featured Perspectives
October 22, 2020

In the Eye of the Storm

The relative calm we feel in the markets right now isn’t the end of the storm, it is just the eye.

China Matters More Than Ever - Featured Perspectives
July 29, 2020

China Matters More Than Ever

Cooperation and understanding between China and United States is vital as global economic and environmental challenges mount.


VIDEO

Fixed-Income Outlook 

Third Quarter 2020 Outlook

Brian Smedley, Head of Macroeconomic and Investment Research, and Portfolio Manager Steve Brown share their outlook for the third quarter 2020.

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.




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