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Capital Market Outlook

September 5, 2023


  • Macro Strategy — Takeaways from Jackson Hole: The spotlight was on growing government debt.
  • Market View — What U.S. Investors Should Know Before Investing Overseas: When it comes to Equity concentration among the major global indexes, the S&P 500 is among the least concentrated and most diversified in the world.
  • Thought of the Week — A New World Order Won't Be Built by More BRICS: While the likelihood of new alliances could have the potential to strengthen the bloc, we see reasons for skepticism.

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