Additionally, the Federal Reserve is virtually certain to pause well into the second quarter with the market pricing in a possible rate cut if necessary to sustain growth. Chief Investment Officer Scott Minerd More Quotes by Chief Investment Officer Scott Minerd More Quotes From Chief Investment Officer Scott Minerd While I concur with my colleagues here in Davos that a synchronized global slowdown is underway, fears of recession are overblown, if anything, the outlook is brightening as policymakers are beginning to awaken to the mounting risks arising from a protracted trade war and increasing nationalism. Chief Investment Officer Scott Minerd money Last year, we did not have to wait long as stocks fell into a sickening plunge in February, the amber lights flashing in Davos are signaling the consensus view that global growth is slowing. Given past experience, this may be the signal that the economy is likely to re-accelerate soon and that the party in risk assets continues. Chief Investment Officer Scott Minerd money