Taking Stock of COVID-19 Policy and Market Effects

Scott Minerd, Chairman of Investments and Global CIO, calls in to Bloomberg TV to discuss the policy response to the crisis.

March 18, 2020

 

Key Takeaways:


Read Global CIO Outlook: Necessary But Not Adequate


FEATURED PERSPECTIVES

The Great Leverage Unwind  - Featured Perspectives
March 22, 2020

The Great Leverage Unwind

Funding and trading markets are not functioning well due to excessive leverage needing to be unwound in the financial system.

Value Is a Poor Timing Tool - Featured Perspectives
March 20, 2020

Value Is a Poor Timing Tool

Markets often overshoot, and just because things are cheap doesn’t mean they can’t get cheaper.

Necessary But Not Adequate - Featured Perspectives
March 19, 2020

Necessary But Not Adequate

Without the right programs, this shortfall in credit availability will increase and it will further deepen the crisis.


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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