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: Geopolitical developments in Washington, London and Beijing have commanded a huge amount of attention is recent months and other fundamental indicators – most importantly, the US housing market – have been neglected. But US housing is a reliable harbinger of the overall economy and must not be ignored.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity