Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: It is abundantly clear that the economic outlook in Australia has been deteriorating but the RBA has remained dogmatic, stubbornly clinging to its optimistic outlook. Now, however, things may be changing.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity