Capital Market Outlook

IN THIS ISSUE

• Macro Strategy — In Brief: Three High Conviction Themes and Strategies from the CIO: We suggest that investors stay in the market, hold high quality assets, and use pullbacks and drawdowns as buying opportunities.
  
  
• Market View — 5 Things Investors Should Know About the Interconnection Queue: Think of the interconnection queue as a waiting line for energy projects looking to be hooked up to the U.S. power grid.
  
  
• Thought of the Week — There's No Place Like Home: Sector diversity, gradual broadening out, relative isolation from the negative influences of foreign events, growth forecast, and a dynamic economy allow us to remain constructive on the U.S. as a whole.