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Capital Market Outlook

March 8, 2021


  • Macro Strategy — Rising Millennials Should Keep The Secular Bull Running: Despite long-term demographic challenges, the rising millennial generation should support economic growth and inflation.
  • Global Market View — The Coming Super-Cycle in Infrastructure Spending: A confluence of factors including social inequalities, climate change challenges, health care considerations and geopolitics contribute to this spending.
  • Thought of the Week — Integrating A Gender Mandate Into Investments Is More Timely Than Ever: Women are currently facing unprecedented and unsustainable struggles as a result of the global health crisis and the path to gender equality.​

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