Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Senior Investment Editor
Summary: The monthly market rewind for October is for the most part a good story. Equities got back into positive territory and especially the sectors performed strongly. Bonds continued to struggle. Whether the not-so-scary Halloween month is a sign of better things to come, or whether it was a chance to breathe before the storm hits again depends in large part on the central banks.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity