Market Reaction to Initial Election Results

Scott Minerd, Chairman of Investments and Global CIO, shares his perspective with CNBC’s Closing Bell on the day after the U.S. election.

November 04, 2020

 

Key Takeaways:


Read Global CIO Outlook: In the Eye of the Storm

 


FEATURED PERSPECTIVES

A Drunk Man in the Snow: The Random Walk of Interest Rates - Featured Perspectives
March 02, 2021

A Drunk Man in the Snow: The Random Walk of Interest Rates

Investors’ reach for yield puts downward pressure on 10-year Treasury rates, likely rendering the current yield unsustainable.

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.


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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