Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Peter Garnry
Chief Investment Strategist
Summary: In this September equity presentation we show that recession risk is rising fast and how the strong USD is getting to the point of intervention. We also guide the investor on how to position the portfolio in the event of a weaker USD regime when it comes. We also go a bit deeper into our tactical asset allocation strategy Stronghold which Saxo Bank clients can invest into through SaxoSelect on the trading platform.