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Capital Market Outlook

June 8, 2020


  • Macro Strategy— Conditions In Place For A Potentially Strong Global Expansion — Global risk assets had been rallying hard, especially those more correlated with solid economic expansions.
  • Global Market View— Renewing R&D's Role in the Global Economy — We expect to see a renewed focus on R&D by governments and businesses, as countries favor autonomy in the production of critical goods, and as the race for technological leadership in many key industries accelerate.
  • Thought of the Week— An Update On Small-Cap Equities — Small caps are likely to be supported in the near term by an improvement in the economic data but still face headwinds from higher leverage, shorter debt maturities and non-earners.

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