Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Investment and Options Strategist
Summary: As the allure of bonds re-emerges, the spotlight also shines on sophisticated investment methods like options on bond ETFs, especially TLT. Current yields have reshaped bonds into a promising investment medium, bestowing them with merits such as comparatively lower risk than stocks, bolstered diversification, and a dependable income flow resilient to economic fluctuations.
1. Bullish Long Call:
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity