Scott Minerd

Scott
Minerd
Global Chief Investment Officer,
Guggenheim Partners

Mr. Minerd joined Guggenheim in 1998. In his role as Global Chief Investment Officer, Mr. Minerd guides the firm’s investment strategies and oversees client accounts across a broad range of fixed-income and equity securities. Previously, Mr. Minerd was a Managing Director with Credit Suisse First Boston in charge of trading and risk management for the Fixed Income Credit Trading Group. In this position, he was responsible for the corporate bond, preferred stock, money markets, U.S. government agency and sovereign debt, derivatives securities, structured debt and interest rate swaps trading business units. Mr. Minerd is a member of the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets, helping advise the NY Fed President and senior management at the bank about the current financial markets and ways the public and private sectors can better understand and mitigate systematic risks. Mr. Minerd also works with the Organization for Economic Cooperation and Development (OECD), advising on research and analysis of private sector infrastructure investment, and is a contributing member of the World Economic Forum (WEF). He is a regularly featured guest and contributor to leading financial media outlets, including The Wall Street Journal, The Financial Times, Bloomberg, and CNBC, where he shares insights on today’s financial climate. Mr. Minerd holds a B.S. degree in Economics from the Wharton School, University of Pennsylvania, Philadelphia, and has completed graduate work at the University of Chicago Graduate School of Business and the Wharton School, University of Pennsylvania.

Articles
Short-Term Optimism, Longer-Term Caution
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; U.S. stocks will likely move higher as pension fund managers go bargain hunting in an effort to put seasonal cash inflows to work.
Banquo’s Grain and U.S. Interest Rates
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; The U.S. economy is strong enough to suggest higher interest rates ahead, but a number of factors suggest U.S. Treasury yields could move lower.
Why the Pennant Race Could Coincide with Market Volatility
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; While the U.S. economy is gaining momentum, investors should nevertheless brace for volatility in the next few weeks.
Bulls Charge Despite Weak Data
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; As the U.S. Federal Reserve debates withdrawing accommodation the doves have the upper hand, but that does not mean they won’t make a concession to hawks and hike sooner than the market expects.
Central Banks Pump Up the Volume
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; Aggressive central bank accommodation from Europe to Japan and a dovish Federal Reserve bode well for equities and bond prices.
One-Handed Guidance for Investors
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; While equities could correct further, analysis suggests stocks are fairly priced and could reach new highs by the end of the year.
Don’t Fight the U.S. Treasury Rally
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; U.S. interest rates could head significantly lower.
Investor or Speculator?
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; The recent selloff in U.S. stocks is healthy and could set markets up to reach new highs by year end. Long- term investors should not fall victim to panic and sell.
Normalize to What?
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; Despite a disconcerting, growing consensus among investors, the likelihood of a sudden increase in U.S. interest rates is fairly remote for now.
The Hangover
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; The Fed’s not taking the punch bowl from the party, but investors should be wary of the hangover.
The Tolling Bells of Complacency
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; It is commendable that the Fed is acknowledging complacency, but perhaps the largest contributor to the rise in risk-taking has been the Federal Reserve itself.
Guarding Against Complacency
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; Investors should expect a quiet summer with markets rolling along, but with valuations becoming frothy now is a time to consider greater exposure to assets with higher credit quality.
The Outlook for Yields
VIEWPOINTS: Scott Minerd, Chairman of Investments and Global Chief Investment Officer, Guggenheim Partners; As U.S. economic growth gathers pace, yields on 10-year U.S. Treasuries should shift higher over the next two to three years, eventually moving as high as 3.75-4 percent.
The Briefest Flight to Safety
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; Tensions in Ukraine and tapering speculation seem unlikely to derail rising U.S. equity markets and the positive outlook for U.S. credit.
Keep Optimistic and Carry On
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; This is likely to be another good year for risk-on investing, as an improving economic outlook supports stocks and bonds in an environment marked by less volatility than 2013.
Industry Newsletters
Investment Category Sponsor Links

 

Careers Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×