March 31, 2015
The opinions and forecasts expressed are as of 3.31.2015 and may not actually come to pass. This information is subject to change at any time, based on market and other conditions. The content of this video is for informational purposes only and should not be construed as a recommendation of any particular security, strategy or investment product. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Past performance is not indicative of future results.
Current conditions could persist for some time, but with a possible recession approximately two years away, the time for caution is approaching.
Investors are coming to terms with the idea that the Fed will keep raising rates because of inflation and economic pressures.
Euphoria at Davos may be a sign that the market melt up may soon begin to cool.
Global CIO Scott Minerd and Head of Macroeconomic and Investment Research Brian Smedley provide context and commentary to complement our recent publication, “Forecasting the Next Recession.”
In his market outlook, Global CIO Scott Minerd discusses the challenges of managing in a market melt up and highlights several charts from his recent piece, “10 Macro Themes to Watch in 2018.”
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