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: A bounce-back from the worst trade tension escalation fears and a whiff of existential fears out of Europe on tough talk from Italy’s Salvini has the US dollar bouncing back, especially versus the hapless Aussie.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity