Skip to Content

Capital Market Outlook

May 31, 2022


  • Macro Strategy — Anatomy of a Bear Market: Surging inflation and interest rates combined with deteriorating global growth prospects have quickly diminished the outlook for U.S. growth and profits.
  • Global Market View — Enhancing the Traditional Investment Strategy: With heightened uncertainty and changing expectations for future returns, a rethink on traditional portfolio construction and positioning approaches may be in order.
  • Thought of the Week — China – A Supply and Demand Story: Consumer spending will be notably soft for Q2 but should gather momentum over the balance of this year.​

Related Insights