Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Head of Fixed Income Strategy
Summary: Venezuelan bonds have rallied along with risk sentiment in early 2019, and the US' recognition of Juan Guaido as interim president has boosted them further still. The risks remain high, however, as Maduro is still in power and the situation remains unresolved.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity