Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: In this week’s Saxo Market Call, Søren Otto is joined by Chief Investment Strategist, Peter Garnry, and Head of Commodity Strategy, Ole S. Hansen. Together, they dive into the latest market news from the earnings season and explore the transformative force of electrification. Tune in as they unpack what electrification means for today’s economy, its role in the shift to renewable energy, and its impact on both equity and commodity markets.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity