WSJ: Taper Will Not Disrupt Markets

Scott Minerd tells WSJ's Francesco Guerrera why the Fed's decision to reduce stimulus will not roil markets, why emerging markets might recover and why U.S. equities could keep rising. 

January 22, 2014

 

FEATURED PERSPECTIVES

No One Wins a Trade War - Featured Perspectives
July 17, 2018

No One Wins a Trade War

If you want to see who the real victims of tariffs are, go look in the mirror.

Solving the Core Fixed-Income Conundrum - Featured Perspectives
July 09, 2018

Solving the Core Fixed-Income Conundrum

Shortening duration, maintaining an investment-grade portfolio, and generating attractive yields do not have to be competing investment objectives for core fixed-income investors.

Positioned for Choppier Waters - Featured Perspectives
May 16, 2018

Positioned for Choppier Waters

After several quarters of low volatility, tight spreads, and abundant liquidity, financial conditions are shifting.


VIDEO

Forecating the Next Recession 

Forecating the Next Recession

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.”

Macro Themes to Watch in 2018 

Macro Themes to Watch in 2018

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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