Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today we look at MSCI World equity valuations, which are looking as rich as they ever have and if historic patterns persist, the MSCI world index could be set for very weak and even negative real returns for the next decade. Elsewhere, we break down the upcoming US T-bond auction and US March CPI release, moves in commodities and FX, action in Nvidia and semiconductors and much more. On today's call were Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity