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Capital Market Outlook

May 6, 2024


  • Macro Strategy — In Brief: Three High Conviction Themes and Strategies from the CIO: We suggest that investors stay in the market, hold high quality assets, and use pullbacks and drawdowns as buying opportunities.

  • Market View — 5 Things Investors Should Know About the Interconnection Queue: Think of the interconnection queue as a waiting line for energy projects looking to be hooked up to the U.S. power grid.

  • Thought of the Week — There's No Place Like Home: Sector diversity, gradual broadening out, relative isolation from the negative influences of foreign events, growth forecast, and a dynamic economy allow us to remain constructive on the U.S. as a whole.

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