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Capital Market Outlook

August 14, 2023


  • Macro Strategy — Six Market and Macro Themes to Consider: We take a step back and identify key macro and market themes driving recent relative and absolute investment performance while offering our outlook for these themes going forward.
  • Market View — A “Mixed Economy" Requires Exceptional Alchemists: We Explain: Alchemists (policy makers) need to concoct the right mix of pro-growth policies.
  • Thought of the Week — Oceans Colliding: Crosscurrents in Action: This crosscurrent journey is likely to produce conflicting signals for investors.

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