Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Global Macro Strategist
Summary: Erns Watch aims to highlight some of the key names that are in heavy rotation on investors' radars.
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Ah Facebook or as KVP likes to call it, Zuck’s Book – the social media company that “everybody” hates, yet “everybody” still uses, be it through FB, Messenger, WhatsApp or Instagram. The social media company that wants the best of both worlds, to compete in media vs. says traditional platforms, yet not to be held by the same rules – i.e. accountability for the waterfall & hugely destabilizing effects of the content on their portals.
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Start-to-End = Gratitude + Integrity + Vision + Tenacity. Process > Outcome. Sizing > Idea.
This is the way
KVP
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity