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Capital Market Outlook

September 20, 2021


  • Macro Strategy — Strong U.S. Capex Outlook: Investment growth is likely to remain strong to expand supply capacity and ease shortages.
  • Global Market View — Surveying the Emerging Market Landscape: Opportunities and Challenges: Selected areas of emerging markets may present investor opportunities, but nearer-term challenges for the group keep us tactically neutral at the index level.
  • Thought of the Week — Time In The Market Is Still Much More Important Than Timing The Market: It's a good time for a reminder about the perils of market timing.

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