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Capital Market Outlook

August 24, 2020

IN THIS ISSUE

  • Macro Strategy The Message From the Shortest Bear Market Ever The U.S. economy may be at a secular turning point, with stronger growth and higher inflation likely in the years ahead.
  • Global Market View — Revisiting Geographic Revenue Exposures: Key Lessons for Investors Amid the Coronavirus Shock The importance of geographic revenue exposures, currency effects and sector exposures in portfolio allocation decisions.
  • Thought of the Week — On the Basis of Gender As the economy emerges from recession, unlocking the economic power of gender parity is more critical than ever.

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