Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Global Head of Macro Strategy
Summary: The US dollar rally has turned into a slow and steady tactical rout, having caught traders the wrong way around after the dovish ECB meeting last week. Next week will be about whether the FOMC triggers any more determined directional view on the dollar.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity