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Capital Market Outlook

November 21, 2022


  • Macro Strategy — Likely Not There Yet: We expect risk-asset rallies to remain on shaky ground until signs of an upturn in the global economic outlook start to emerge.
  • Global Market View — Global Population Trends: 8 Billion and Rising: Demographic changes over the coming years should have long-term implications for the contours of the global economy and markets.
  • Thought of the Week — COP27 — Slow Progress in the Right Direction: The conversation and the increasing focus on the transition to a low-carbon economy are steps in the right direction.

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