Scott Minerd of Guggenheim manages over $50 billion and does it well. When he speaks we listen.
Here’s an excerpt:
Overall, we believe economic growth in the United States will be stronger than the market is currently discounting. On a relative-value basis, compared with other global markets, the U.S. equity markets should prove to be one of the more attractive places to invest during this expansionary post-recession period.
Read Report Here: Guggenheim-Partners-Investment-Focus—Equity-Macro-Themes