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Capital Market Outlook

January 25, 2021


  • Macro Strategy — Investing at Stock Market Highs: The phrase “all-time highs” can understandably create some discomfort for investors who may have cash to put to work.
  • Global Market View — An International Equity Market Recovery in 2021: The improvement in relative returns that began in late 2020, led by emerging market equities, is likely to continue in 2021.
  • Thought of the Week — Equities and Presidents: It’s Complicated: The composition of government matters to the markets but other factors matter as well.

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