Capital Market Outlook
February 10, 2020
IN THIS ISSUE
- Macro Strategy—Stocks Are Not Partying Like the Late 1990s Global equities ripped higher last year, powered by the S&P 500, which marked its strongest gain since 2013. Many investors have questioned whether this market is similar to that of the late 1990s, but there are some key differences.
- Global Market View——AdiEU: The United Kingdom (UK) Formally Leaves the European Union This historic event concluded three and a half years of deliberation and debate over the terms of withdrawal following the 2016 referendum and 47 years of UK membership in the Union.
- Thought of the Week—Macro ESG: A Look At Governance In the MSCI Emerging Markets Index While investors and asset managers have been laser-focused on micro-level Environmental, Social and Governance (ESG) standards, there is room to expand ESG analysis to the macro level.
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