Markets Fight the Fed
Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV on Fed Day to discuss the outlook for rates and the potential for inflation. Read Global CIO Outlook - A Drunk Man in the Snow: The Random Walk of Interest Rate.
Fed Holds Rates Near Zero
Stocks spiked after dovish guidance and the Fed's decision to maintain aggressive monetary policy for as long as it takes. Despite forecasting 4.5% unemployment by the end of the year upping its GDP forecast to a robust 6.5%, the Central Bank is holding interest rates near zero and maintaining its 120 billion monthly bond buying program.
2021 fixed income outlook - March 2021
For fixed income investors in 2021, credit selection and downside protection will be critical. Interest rates are low, and the margin for error is small.
All Eyes on March FOMC Meeting
With the S...
Interest Rate Rise to Test the Federal...
Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV to discuss the recent spike in long rates and possible Federal Reserve options. Read CIO Outlook
Reading into the Red: Tesla & Tech...
With inflation spooking markets, tech stocks are tanking. Still, one analyst thinks Tesla could nearly double its market cap to $1 trillion. Joe Montgomery with Wells Fargo Advisors also weighs in on whether longterm investors should worry about the pullback.