Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Overnight, a prominent Chinese regulator expressed concern on bubble risks, foreign and domestic, and the Chinese market is in a very different place from other markets, both in technical and valuation terms. Also on the call, we look through the latest comeback attempt for US and European equities, express concern on the US dollar, discuss credit and next levels for sovereign bond yields, look at the most notable correction in commodities in some time and more. On today's call were Althea Spinozzi on fixed income, Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting an 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