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: Trump tweets touting terrific US-China trade deal to come and a nixing of the March 1 negotiating period deadline have turbocharged risk appetite again and taken USD to the lower end of the trading range again, threatening a break down if the momentum continues – something it hasn’t done in either direction in most cases.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity