Saxo's Q2 Outlook: The Fragmentation Game
How does a new world order change the investment outlook for your portfolio? That's what this Quarterly Outlook is all about.
Saxo's latest Quarterly Outlook is out now. This quarter's topic is "The Fragmentation Game". This is our term for the global need to secure access to energy, other vital resources, supply chains and computer power (mostly in the shape of semiconductors) but also how new alliances are being formed and shaped to rebalance the world away from western dominance.
Join the webinar to get our SaxoStrats' views on this, and more specifically on:
- Commodity market focus: DM weakness versus EM strength
- FX: What happens when a tightening cycle ends before inflation is defeated?
- A whole new world of higher interest rates
- Equities: Into the world of unknowns
After the presentation, you’ll be able to join a lively Q&A session and get the investment insights you need for Q2 right from our experts.
Join the webinar to get our SaxoStrats' views on this, and more specifically on:
- Commodity market focus: DM weakness versus EM strength
- FX: What happens when a tightening cycle ends before inflation is defeated?
- A whole new world of higher interest rates
- Equities: Into the world of unknowns
After the presentation, you’ll be able to join a lively Q&A session and get the investment insights you need for Q2 right from our experts.