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Capital Market Outlook

May 4, 2020


  • Macro Strategy— Macro Weakness vs. Market Rebound: Observations from Three Recent Crises  The drivers of the current crisis have been exceptional, but similarities with previous episodes suggest that investors should continue to look through the macro weakness.
  • Global Market View— Post-Virus, Three Strategies for Long-Term Investors — The ongoing pandemic will likely bring fundamental shifts in the global economy and behavioral changes among consumers and corporates, and given that, investment portfolios will have to adapt.
  • Thought of the Week— The New Economy Charges Ahead — Considering the structural shift in equity valuations, a healthier earnings contribution, and the fact that technology tends to be a beneficiary of the secular rise in spending.
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