Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Head of Macroeconomic Research
Summary: The University of Michigan Index is one of the key data releases unaffected by the US government shutdown, and the latest results point to a US economy dealing with multiple bearish factors.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity