Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: Today we have a look at the ongoing strength in US equities as the S&P 500 cash index finally closed at an all time high, discuss the US stimulus concerns that could be sustained through the election if only stopgap measures are implemented, and look at possible incoming Fed signals and their implications. A look at the latest dip in the US dollar and surge in sterling is also on the agenda.
Listen to today’s podcast and have a look at today’s slide deck.
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