Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Markets are in a nervous state as odds shift back and forth on the likelihood of a clean sweep by the Democrats at next Tuesday's US election, the macro event of the year. In the meantime, we have plenty of earnings reports to distract, with a monumental haul of mega-caps up on Wednesday. Today we also have a look at grains, gold and oil and poor SAP outlook taking down the German DAX index in today's trade. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity