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 Chinese government's attempts to re-engineer the economy involves both a massive stimulus programme and looser credit conditions, which, in turn, are making a significant impact on the housing market.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity