“We could be entering a golden age.”

Scott Minerd, Chairman of Investments and Global CIO, explains on Bloomberg TV what unprecedented monetary and fiscal policy could mean for the U.S. economy.

January 15, 2021

 

Key Takeaways:


Read Global CIO Outlook: In the Eye of the Storm

 


FEATURED PERSPECTIVES

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Are High-Yield Markets Misjudging Evergrande Risk?

High-yield investors should be weighing the risks of contagion more carefully.

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Yield Curve Flattening Carries a Warning About Looming Rate Hike Cycle

The long end of the yield curve has inverted for the first time since 2009.

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Things Couldn’t Be Better

The COVID Delta Variant’s Looming Threat to Risk Assets.


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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.