Skip to Content

Capital Market Outlook

January 3, 2023

IN THIS ISSUE

  • Macro Strategy — Lessons from Bubbles Past: Post-bubble periods tend to sort out valuation discrepancies while the overvalued darlings of the bubble-mania period tend to underperform.
  • Market View — Portfolio Construction in an Age of “Permacrisis": The age of “permacrisis" necessitates that investors rethink their investment playbook.
  • Thought of the Week — Good Riddance to 2022: 2023 could prove to be a foundational year for long-term investors.

Related Insights

TOP