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: Risk sentiment soured again in Asian markets, knocking AUD and other risk-correlated currencies lower as the USD and especially the JPY firmed. This may mean the end of the bounce in risky assets from the panic lows of late December.