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Capital Market Outlook

April 5, 2021


  • Macro Strategy — The Market Balance Sheet: Given that forecasting economic variables is an imprecise exercise, in our view a clear-eyed understanding of the bull and the bear cases may aid key portfolio decisions.
  • Global Market View — After the Suez Saga: Implications for a Globalized Economic System: That episode raised a number of broader questions for the globalized system of trade and commerce in which manufacturers, service providers and investors function today.
  • Thought of the Week — What a Drag: What Divergent Transatlantic Growth Means for U.S. Investors: A significant growth gap has emerged between the U.S. and Europe.​

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