Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today we look at the quiet finish to the week last week and fresh lows in the VIX as traders seem complacent even as the political season is heating up with the US Democratic Convention this week coming amidst accusations that the Trump administration is trying to sabotage the election by disrupting the postal service. FX, commodities and equity themes all on the call.
Listen to today’s podcast and have a look at today’s slide deck.
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