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Capital Market Outlook

August 3, 2020

IN THIS ISSUE

  • Macro Strategy — “V" for Housing — Housing activity and prices are currently picking up, supported by a convergence of cyclical, structural and behavioral forces.
  • Global Market View  The Four Big Questions for Equities — Investors looking for new catalysts, and both bulls and bears seem to have enough ammunition to debate the make-or-break case for the economy, corporate earnings and valuation.
  • Thought of the Week — Sustainable and Impact Investing - A Movement Not a Moment  — Amid a backdrop of current growing investor interest in environmental, social and governance (ESG) issues, flows into sustainable & impact investing funds in 2019 were up fourfold on the previous year, a trend that has accelerated in the first half of 2020.

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