It’s just after quarter end, so Co Chief Investment Strategists Matt Miskin and Emily Roland are back to discuss their latest outlook for capital markets with host John Bryson. Citing a bottoming in U.S. economic data as well as hints of a turn around in earnings estimates, they point at higher‐quality components within tech, communication services, and healthcare, as well as the nascent leadership of mid‐cap stocks.With cash piling up ininvestors’ portfolios, the discussion also dwells on opportunities ininternationa lequities and where to search for yield opportunities in fixed income without incurring excessive risk—particularly areas that are enjoying U.S. Federal Reserve support.