Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today we look at why the markets stumbled on the release of last night's FOMC minutes, which seemed to show lukewarm enthusiasm for yield-curve-control policy. The most interesting reaction may have been in FX, where the USD backed up sharply after the prior tumble. In commodities, copper is gunning at interesting levels while gold continues to consolidate within a wide range
Listen to today’s podcast and have a look at today’s slide deck.
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