Capital Markets Snapshot: Markets move from defense to offense

HOWEVER, SOME SIGNIFICANT RISK FACTORS REMAIN, INCLUDING FED MOVES

By Cain Brothers.

The capital markets have made an important transition in early 2011, and the sentiment has shifted from defense to offense, albeit still via a conservative ground game.

As the consensus view emerges that economic growth in the developed world will begin to meet or exceed the long-run mean levels, capital is re-positioning for growth.

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