Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Head of Macro Analysis
Summary: The latest world trade data tend to confirm a stabilization in global trade growth, at least in the short term, mostly resulting from a positive base effect.
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty