Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Global Head of Macro Strategy
Summary: Sterling rushed higher through resistance as investors downgraded the No Deal scenario for Brexit today. Meanwhile, a slight souring of risk appetite and oil prices offers a modest boost to the yen and headwinds for EM and the commodity dollars.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity