Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Chief Investment Strategist
Summary: As we've previously observed, in any given business cycle, South Korea tends to be the first to buck the trend. With the country's leading indicators now again turning higher, it might be assumed that where South Korea goes, others will follow.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity