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

The Fed's Strategic Play: Closing the Chapter on Its Credit Facilities - Featured Perspectives
June 10, 2021

The Fed's Strategic Play: Closing the Chapter on Its Credit Facilities

Examining the Fed’s announcement to sell its SMCCF holdings.

In the Recovery Phase of the Credit Cycle - Featured Perspectives
May 13, 2021

In the Recovery Phase of the Credit Cycle

Strong earnings growth, low default volumes, upward rating migration, and tighter spreads in the recovery phase of the credit cycle.

A Successful Green New Deal Will Need Private Partners - Featured Perspectives
March 25, 2021

A Successful Green New Deal Will Need Private Partners

A Green New Deal should not be viewed as a big government program, but as an opportunity to reinvent vast swaths of the U.S. economy while pursuing the laudable goal of carbon neutrality.


VIDEO

Fixed-Income Outlook 

First Quarter 2021 Fixed-Income Outlook

Portfolio Manager Adam Bloch and Matt Bush, a Director in the Macroeconomic and Investment Research Group, share their outlook for the first quarter 2021.

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.