Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Chief Investment Strategist
Summary: As the trade war evolves into a technology cold war many industries stand to lose but semiconductor companies are more exposed than anything else. Add in the rising risk of recession and you’ve got what looks like a perfect storm, says Saxo's Peter Garnry.