Capital Market Outlook

IN THIS ISSUE

• Macro Strategy — Volatile Times Ahead: Untethered money-supply fluctuations have created a new, more volatile environment for asset allocation.
  
• Global Market View — The Glass is Half Full: Ten reasons to stay long the U.S.: We believe U.S. Equities should be at the forefront (and at the core) of portfolios.
  
• Thought of the Week — Mid-Year Review For Global Markets: We take a look at how performance has varied across asset classes.​