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Capital Market Outlook

July 19, 2021

IN THIS ISSUE

  • Macro Strategy — Stronger for Longer: The cyclical and Value beneficiaries of currently strong economic growth tend to reassert their leadership until monetary policy actually turns restrictive.
  • Global Market View — A Scorecard Framework for Emerging Markets: With wide return disparities still, in our estimation, we favor a more active approach to the group.
  • Thought of the Week — Small Caps off to a Strong Start in 2021: In our view, momentum could continue.

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