“Something Structurally Different About This Expansion”

Scott Minerd, Chairman of Investments and Global CIO, joins CNBC to discuss his interest rate and equity market outlook during uncertain times.

December 02, 2021

 

 

Video Highlights:


Read High-Yield and Bank Loan Outlook: Are High-Yield Markets Misjudging Evergrande Risk?

 


FEATURED PERSPECTIVES

Strange Jobs Report Opens Door for March Rate Hike - Featured Perspectives
January 07, 2022

Strange Jobs Report Opens Door for March Rate Hike

Employment and inflation data raise the likelihood of Fed activity.

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.

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.