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Capital Market Outlook

March 18, 2024


  • Macro Strategy — 11 Years of Xi:  Slowing headline China economic growth, in our view, is compounded by an elevated level of geopolitical risk, economic policy uncertainty, an inefficient financial system inundated with bad real estate debt, and demographic challenges.

  • Market View — What's Top of Mind Today?: We highlight a few questions related to commodities, the election, the labor market, and the consumer for ways to best position portfolios for the remainder of the year.

  • Thought of the Week — The Trouble with Powering AI: Given the necessary upgrades to the power grids and Artificial Intelligence (AI) infrastructure suggests non-technology AI investment opportunities may exist.

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