Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: Today we discuss three things. Earnings expected tomorrow from Apple, Novo Nordisk, and Fortinet. The green transformation meltdown that just continues every month with Orsted as the key example today down 16%. Finally, we discuss the earnings season and the surprises from US technology and European companies, with Oskar Bernhardtsen and Peter Garnry.
Listen to today’s podcast.
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