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 yesterday's ugly deleveraging move in Europe and the US on the new Covid-19 lockdowns and point out how "safe haven" bonds are not providing any offsetting safe haven premium and where traders might look for long volatility strategies for protection. Also a look into the FX, oil and gold moves yesterday and a preview of the big four US megacaps reporting today after the close of trading.
Listen to today’s podcast and have a look at today’s slide deck.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity