Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today we look at what appeared an ominous US equity market close yesterday before the sudden improvement in sentiment this morning. Also in focus, market scrambling to price in mounting hard Brexit risks, platinum deserves a look, EURUSD can't make up its mind and the important US CPI release is on tap later today.
Listen to today’s podcast and have a look at today’s slide deck.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity