Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Head of Macro Analysis
Summary: We've a busy agenda today but expectations about the ECB meeting look overdone, while the EU summit could be ignored because of Brexit overload/fatigue. But the Fed minutes just might cause a stir.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity