Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Head of Macroeconomic Research
Summary: The evidence of something seriously amiss with the US housing sector – and thereby the US economy itself – just keeps on stacking up. Between them, these indicators could make the Fed hit the pause button.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity