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Capital Market Outlook

March 15, 2021

IN THIS ISSUE

  • Macro Strategy — Too Much Of A Good Thing?: The sharp rise in long-term interest rates has caused the S&P 500 Index rally to pause while portfolios position for a higher growth and inflation outlook.
  • Global Market View — One Year Later: How Markets Have Moved Since the Start of the Coronavirus Outbreak: We look back at how equities have moved over the course of the pandemic so far.
  • Thought of the Week — “This Too Shall Pass”: Bond/Stock Correlation Unlikely to Remain Positive on a Long-term Basis: The 10-year Treasury was an excessively expensive valuation and one reason that the CIO was advocating short duration and underweight Treasurys.

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