Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: In today's episode, Peter Garnry is back in the studio with Søren Otto talking equities. This episode is mainly focused on the earnings season, which will kick off soon. Peter shares his expectations and what to pay attention to. We will also look at year-to-date performance, talk about the French election's impact on equity markets and Carlsberg's acquisition of Britvic.
Agenda:
02.07: YTD performance
05.33: French election's equity impact
09.34: Carlsberg's acquisition of Britvic
15.22: Earnings season preview
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