Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Chief Investment Strategist
It is clear that the impact of Trump 2.0 on Big tech is more nuanced, and we will need to stay on alert for any announcements. Key things to watch could be:
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity