Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: This year’s US presidential election could market a dramatic shift in US policy, especially if the President and both houses of Congress share the same party after the election. With the election outcome quite uncertain, Election Day on November 5 could bring considerable volatility and new trends. Therefore, you should consider whether or how the election could affect your investment strategy.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity