Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Head of Macro Analysis
Summary: It is always a tricky task to imagine what the future will be like...
In attached, you will find my latest presentation for the 5th International Funds Summit taking place in Cyprus. My presentation is freely inspired by our CIO’s previous work.
Apologies for not covering all the issues…I was asked to deliver a very short presentation before discussing it with the following distinguished speakers:
My key takeways:
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity