Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Global Macro Strategist
Summary: Macro Dragon = Cross-Asset Daily Views that could cover anything from tactical positioning, to long-term thematic investments, key events & inflection points in the markets, all with the objective of consistent wealth creation overtime.
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On The Radar Today
(Note the usual Weds US oil inv. figs will be due on Thu given that Mon was a holiday)
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Start-End = Gratitude + Integrity + Vision. Create Luck. Process > Outcome. Sizing > Idea.
Namaste,
KVP