Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Global Head of Macro Strategy
Summary: The US equity market drop on Friday carried through into the beginning of this week. The mood is somewhat downbeat in Europe as the latest COVID-19 numbers in some areas spiraled higher, and the UK is even threatening partial shutdowns. This week brings a busy macro calendar with preliminary September PMIs around the world.
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What is going on?
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Economic Calendar Highlights for today (times GMT)
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity