Scott Minerd

Scott
Minerd
Global Chief Investment Officer,
Guggenheim Partners

Scott Minerd is Chairman of Investments and Global Chief Investment Officer at Guggenheim. Minerd guides the firm’s investment strategies and oversees client accounts across a broad range of fixed-income and equity securities. Previously, 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. Prior to that, Minerd was Morgan Stanley’s London based European Capital Markets Products Trading and Risk Manager responsible for Eurobonds, Euro-MTNs, domestic European Bonds, FRNs, derivative securities and money market products in 12 European currencies and Asian markets. Minerd has also held capital markets positions with Merrill Lynch and Continental Bank. Prior to that, he was a Certified Public Accountant and worked for the public accounting firm of Price Waterhouse. 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 about financial market developments, risks to the financial system and steps that can be taken to understand and mitigate these risks. Minerd is an advisor to the Organization for Economic Cooperation and Development (OECD), on long-term investments is a contributing member of the World Economic Forum (WEF) and their Global Agenda Council on the Arctic. 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. 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
‘It’s the Weather…!’
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; Investors anticipating first-quarter GDP growth should revisit the data—a replay of 2014’s weather-induced economic downturn is more likely.
The Great Monetary Expansion
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; While winter weather will likely distort first-quarter economic data, accommodative monetary policy around the world means the long-term outlook remains positive
Rate Hike Rally
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; The lead-up to the first rate hike by the Federal Reserve is historically a favorable environment for U.S. equities and credit
The Glass Ceiling on Rates
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; With the debt-to-GDP ratio at historic highs, the Fed doesn’t have much room to maneuver on the federal funds rate.
The Good News Behind GDP's Decline 1
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; As the U.S. economy maintains its momentum and with the euro zone showing signs of improvement, all eyes are now on the Fed’s next move on rates.
Buy the Rumor, Sell the News
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; Economic strength in the U.S. and the announcement of QE in Europe could spell the end of the recent bond rally
Supply Shock and Awe
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; If the mid-80s’ supply-driven oil crisis is a guide, we should expect further declines and a prolonged period where oil prices remain depressed
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.
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