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Capital Market Outlook

October 26, 2020

IN THIS ISSUE

  • Macro Strategy — The Fed's Poker FaceThe Fed may welcome an inflationary shock over the next few years if it serves to reinforce inflation expectations.
  • Global Market View — Buy the C.H.I.Ps on the Dips We believe that investors should think long-term and opportunistically leverage market pullbacks in the weeks ahead on Cybersecurity,  Healthtech, Infrastructure and Platform economy (C.H.I.Ps).
  • Thought of the Week — The Light At The End Of The Tunnel For Earnings And Valuations?The trough in corporate earnings growth may be behind us, and certain valuation multiples appear primed to compress a bit as Q3 profits pick up and future expectations gather steam.

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