Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today we look at the sudden slide in sentiment after the US equity market close yesterday, in the wake of four of the largest US companies reporting earnings. The bad mood was most concentrated on Apple and its lack of guidance for the holiday season. Elsewhere, a look at very weak oil markets, the key support levels for gold, FX themes and signs of strong turnout in the US election. Today with Peter Garnry on equities, Ole Hansen on equities and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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