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 positive shift in sentiment in Asia overnight boosted JPY crosses across the board ahead of the December US jobs report, where the market is perhaps most sensitive to positive surprises, given very negative sentiment as the year gets under way.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity