Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Chief Investment Strategist
Summary: It seems more and more likely that the world is in a state of "false stability” in the wake of forward guidance accommodation from central banks, most notably the Fed, and stimulus from China. Against this backdrop, a downwards trending KOSPI in South Korea, and Uber's inauspicious start, seem ominous developments.