Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Head of Editorial Content, Saxo Bank
Summary: Saxo Bank's Quarterly Outlook for Q4 2018 is now live.
Discover expert insights and emerging trading themes in the #SaxoStrats’ Q4 2018 Outlook
Our expert strategists have come together to offer you unrivaled analysis, getting to the heart of economic forecasts, policy horizons, asset prices and more. This publication focuses on the perfect storm of Federal Reserve tightening, a fearsomely strong dollar, and an escalating trade war between the US and China that has hit emerging market assets.
As we head into Q4'18, the world has reached a critical crossroads on multiple fronts. From globalisation to geopolitics, as well as economics, we face a collective choice between escalation and turning from the brink.
Where do we go from here?
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