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Capital Market Outlook

March 1, 2021

IN THIS ISSUE

  • Macro Strategy — Japanese Equities: Unloved and Under-owned: The V-shaped global expansion, driven by the U.S. and China, is a strong tailwind for potential continued strength.
  • Global Market View — “Sell the News": Fourth-Quarter Earnings Review: As we make progress in coronavirus vaccinations and the economy continues to reopen, this can help to drive future earnings growth and additional equity market rotations into cyclical sectors like Financials, Materials, Industrials and Energy.
  • Thought of the Week — All Rise? Equities Have Gained Through Recent Episodes Of Rising Rates: Investors are beginning to evaluate whether higher and steeper yields might impede the attractiveness of stocks.

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