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Capital Market Outlook

August 16, 2021


  • Macro Strategy — Extended Strong Manufacturing Cycle Likely Ahead: In our view, the stage is set for the next leg up in global cyclical, value trade.
  • Global Market View — China's Regulatory Challenges: Down But Not Out: Recent regulatory measures have made for a prolonged period of volatility in Chinese equity markets.
  • Thought of the Week — What is the Metaverse?: Combining a fictional Metaverse with a real world that has become increasingly digitized during the coronavirus pandemic.

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