Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Australian Market Strategist
Summary: The market has read the Fed chairman's latest remarks as dovish but the difference between this and earlier statements is marginal. Meanwhile, investors are eager to see whether Trump can master the art of making a deal with Xi.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity