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Guggenheim Partners
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Guggenheim Partners

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 The melting Arctic is creating huge opportunities, making oil fields and mineral deposits more accessible and opening new shipping routes which benefit trade and create infrastructure opportunities. Whether we like it or not, large-scale change is coming. Together, investors and local communities must plan and prepare.
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Scott Minerd tells WSJ's Francesco Guerrera why the Fed's decision to reduce stimulus will not roil markets, why emerging markets might recover and why U.S. equities could keep rising. 
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U.S equities could see a rally of between 5-10 percent this year, according to the chief investment officer of Guggenheim Partners, but it is European stocks that investors are eyeing up.
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Last January, the global economy faced myriad headwinds, choppiness lay ahead, and we expected plenty of volatility. Nevertheless, I said then that risk assets were the best choice for investors. Now, the headwinds of 2013 have largely dissipated, and the outlook is benign for risk assets for the first three to six months of 2014, if not longer.
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Guggenheim Partners

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Infrastructure investments have historically offered moderate, stable, long-term returns and have often been allocated in portfolios for risk diversification. In recent years, abundant liquidity driven by the quantitative easing of major central banks has pushed yields of many assets to generational lows. Given such a low return environment, Guggenheim Partners believes infrastructure investment warrants a larger allocation in a long-term investor’s portfolio.
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Scott Minerd speaks with CNBC's Carl Quintanilla discussing themes at Davos including income inequality and why Africa could be the place to be in terms of emerging markets.
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Guggenheim Partners will be publishing live from Davos on this site. The firm’s participation in the World Economic Forum includes talks by Global CIO Scott Minerd who is a designated principal for the Investor Industry Partnership. We’ve developed this site to keep you informed of key conference highlights and to offer daily commentary on Davos by Minerd, along with Op-Eds, research on infrastructure and the Arctic, media interviews and what leading media outlets are saying about developments at Davos.
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Improving U.S. macroeconomic conditions should spur additional investor demand for high-yield bonds and bank loans, particularly with defaults exceptionally low. Still, investors should monitor trends pointing to an erosion of safety in leveraged credit.
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The Fed surprised many investors by announcing it will taper in January, but made clear that interest rates will remain near the zero-bound as forward guidance becomes its primary policy tool.
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Have them in circles
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212.739.0700, 312.827.0100
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330 Madison Avenue New York, NY 10017
227 West Monroe Chicago, IL 60606
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Guggenheim Partners is a privately held, diversified financial services firm
Introduction
We provide asset management, investment banking and capital markets services, insurance, institutional finance and investment advisory solutions to institutions, governments and agencies, corporations, investment advisors, family offices and individuals.