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
A Tale of Two Markets
A solid run of domestic data has set the United States apart from a beleaguered world.
Oil, Roil, and Turmoil
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; The free fall in oil prices is roiling markets. There are near-term benefits of lower energy prices, but darker clouds are gathering for the global economy.
The Dark Side to Falling Oil Prices
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; The slump in oil prices could stifle global growth and force some oil-dependent economies into recession.
Falling Gas Prices Fuel Holiday Cheer
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; Rising equities and falling prices at the pump will bring holiday cheer, but be aware of potential headwinds as we head into 2015.
'Risk On' for Now
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; U.S. high-yield bonds, leveraged credit, and equities will likely outperform in the coming months, but there are obstacles ahead.
Europe Must Act Now
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; The depreciation of the euro, while welcome, will not be enough to lift the economy out of the doldrums and more must be done both in terms of monetary policy and fiscal reforms.
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.
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