Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Global Head of Macro Strategy
Summary: Friday’s ugly session for equities and risk-correlated currencies has yielded to a swift change of direction yesterday and especially today, with the JPY going from strength to weakness and AUD and NZD poking up at breakout levels.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity