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Capital Market Outlook

January 29, 2024


  • Macro Strategy — Semis: Why They Should Matter So Much for Investors: The semiconductor industry was deemed the Artificial Intelligence compute engines behind the infrastructure build out of large language models but raises the question. Do semiconductors even need Artificial Intelligence?
  • Market View — Constructing Portfolios in a Bull Market of Negativity and Election Uncertainty: The bull market in negativity will test the patience and tolerance of investors this year but stay the course.
  • Thought of the Week — Can International Equity Markets Outperform in 2024?: So far in 2024, non-U.S. markets are already once again lagging well behind U.S. Equities, we therefore think that tactical caution remains warranted as we enter the New Year.​

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