Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today, a look at the reaction to the EU-US trade deal struck at the weekend, as some may be surprised to see a weaker euro on the back of this. Elsewhere, we talk Physical AI and an interesting ETF that has exposure to the space, the comeback in risk sentiment, the rise of Chinese luxury and more. Hosting today's pod is Saxo Global Head of Macro Strategy John J. Hardy.
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