Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today's podcast features Saxo CIO and Chief Economist Steen Jakobsen as we look at the dangers for equities given the backdrop of de-globalization and pressures from rising rates, discuss what the Fed may have to do if long treasury yields rise much further and what that could mean for the US dollar. We also discuss the outlook for Europe and the euro and much more. This pod hosted by John J. Hardy.
Listen to today’s podcast and have a look at today’s slide deck.
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