Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Clare MacCarthy
Senior Editor, Saxo Bank
Summary: Join Saxo’s Chief Economist, Steen Jakobsen, and Head of FX Strategy John J Hardy, for the first edition of our new podcast series exploring the most important macroeconomic themes currently influencing the world’s financial markets and the likely trajectory of developments in the months ahead.