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: Equities put in a mixed and uninspiring session ahead of the long US Thanksgiving holiday weekend that starts to today. A couple of disappointing US data points perhaps put a lid on the recent strong sentiment. The FOMC meeting minutes, meanwhile, suggest that the Fed is set to alter its guidance on bond purchases at the December meeting.
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Economic Calendar Highlights for today (times GMT)
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity