Chief market strategist still sees returns outweighing risk as gold and Treasury havens unwind and the global economy starts expanding again.
Bitcoin would put Guggenheim and its CIO Scott Minerd in with the likes of Paul Tudor Jones and Stan Druckenmiller, who have already bought crypto.
“There are so many stars aligning for emerging markets,” strategist Gabriela Santos says. “We’re extremely bullish on EM equities, EM debt and EM FX.”
Customization is at the heart of a red-hot investing strategy driving two of the biggest deals in asset management this year. The idea is simple.