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Capital Market Outlook

November 29, 2021


  • Macro Strategy — Corporate America and Globalization: Ten Facts: Globalization remains hugely important to U.S. firms and long-term investment returns.
  • Global Market View — Assessing the Key Moving Parts of 2022: In our view, 2022 will be dominated by major shifts in the investment terrain.
  • Thought of the Week — Soaring Coal Prices Favor the Naughty (and Investors with Commodity Exposure): It’s a fossil-driven world, and the transition to green energy will be measured in decades, not years.

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