Profile

Cover photo
Guggenheim Partners
64 followers|21,694 views
AboutPostsPhotosYouTube

Stream

Guggenheim Partners

Shared publicly  - 
 
Why Treasury yields may be headed down to 2% http://bit.ly/1saiutT
1
Add a comment...
 
 
What is the outlook for U.S. #interest #rates and monetary policy? +Guggenheim Partners 
What is the outlook for U.S. interest rates and monetary policy? Guggenheim Partners Chairman of Investments and Global CIO Scott Minerd shared his views at the Milken Institu...
View original post
1
Add a comment...

Guggenheim Partners

Shared publicly  - 
 
When bull markets mature, investors fear a coming crisis but today there are few reasons for investors to worry. 
When bull markets mature, investors fear a coming crisis and today there are plenty of candidates from Europe to China to Thailand. Still, some of the best profits may lie ahead.
3
1
Kenny Landgraf's profile photo
Add a comment...

Guggenheim Partners

Shared publicly  - 
 
Now is the time for strong actions rather than words from the European Central Bank, but their actions could send more capital to the United States and push interest rates lower over the summer.
Now is the time for strong actions rather than words from the European Central Bank, but their actions could send more capital to the United States and push interest rates lower over the summer.
2
Add a comment...

Guggenheim Partners

Shared publicly  - 
 
Public perception about driverless cars has shifted #2014GC 
2
Add a comment...
Have them in circles
64 people
Jose Mena's profile photo
Bradford Allen's profile photo
J Manuel's profile photo
George TenEyck's profile photo
Krunal Patel's profile photo
Pierre Moïse Célestin's profile photo
Daniel Morgan's profile photo
Devin Davidson's profile photo
michael meixsell's profile photo

Guggenheim Partners

Shared publicly  - 
 
Global CIO Scott Minerd explains why demand for U.S. Treasuries from international investors remains so high http://onforb.es/YzfRt8
An exasperated President Harry Truman once said, “Give me a one-handed economist! All my economists say, ‘on the one hand…on the other.’” Financial markets today probably have a lot of investors wishing for one-handed guidance from a trusted source. I am sensitive to this since I recently predicted a pullback in [...]
1
Add a comment...

Guggenheim Partners

Shared publicly  - 
 
Certain areas of leveraged credit are overvalued, particularly CCC-rated bonds and bank loans, but often some of the best profits come in the final phase of a cycle. With valuations frothy, we believe now is the time to start moving up in credit quality. Our analysis finds value in BB-rated and B-rated bonds and we are most positive on BB-rated and B-rated bank loans, where discount margins still trade wide of ex-recession averages.
CCC-rated bonds and bank loans are overvalued but there remains value in higher-quality leveraged credit
1
Add a comment...

Guggenheim Partners

Shared publicly  - 
 
In the latest Market Perspectives, Global Chief Investment Officer Scott Minerd explains how central banks risk overheating by flood of liquidity.
When bull markets mature, investors fear a coming crisis. Today there are plenty of candidates from Europe to China to Thailand.
2
Add a comment...

Guggenheim Partners

Shared publicly  - 
 
Alarm bells are warning of a Chinese property bubble, but Beijing can avoid a crisis by allowing inflation to fix the problem.
Alarm bells are warning of a Chinese property bubble, but Beijing can avoid a crisis by allowing inflation to fix the problem.
2
Add a comment...

Guggenheim Partners

Shared publicly  - 
 
A recap of +Scott Minerd's  lunchtime panel is now posted to our #2014GC blog 
Guggenheim Partners will be publishing live from the 2014 Milken Institute Global conference on this site beginning April 28.
2
Add a comment...
People
Have them in circles
64 people
Jose Mena's profile photo
Bradford Allen's profile photo
J Manuel's profile photo
George TenEyck's profile photo
Krunal Patel's profile photo
Pierre Moïse Célestin's profile photo
Daniel Morgan's profile photo
Devin Davidson's profile photo
michael meixsell's profile photo
Contact Information
Contact info
Phone
212.739.0700, 312.827.0100
Address
330 Madison Avenue New York, NY 10017
227 West Monroe Chicago, IL 60606
Story
Tagline
Innovative Solutions. Enduring Values.
Introduction
Guggenheim Partners is a global investment and advisory firm. Across our three primary businesses of investment management, investment banking, and insurance services, we have a track record of delivering results through innovative solutions. With over 2,500 professionals based in more than 25 offices around the world, our commitment is to advance the strategic interests of our clients and to deliver long-term results with excellence and integrity.