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 dollar is on the defensive after unwinding a period of prior strength. Just ahead of this week’s key FOMC event risk, select EM currencies are making an aggressive statement that the Fed will prove benign.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity