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Capital Market Outlook

November 13, 2023


  • Macro Strategy — Fixed Income: Hope for a Soft Landing but Position for Economic and Inflation Uncertainty: We see risks of sticky inflation keeping the higher-for-longer rate regime in play.
  • Market View — Elections 2024: A Pivotal Year in the U.S. and Around the World: The election results of 2024 will sculpt the geopolitical landscape for the rest of the decade and could influence U.S. asset prices over the near term.
  • Thought of the Week — The Lesson in the Latest Rally: Looking for the lessons in the latest market moves, one remains clear: Trying to time the market continues to be a difficult investment strategy.

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