Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Global Head of Macro Strategy
Summary: The EU and UK Prime Minister May’s team have reached an agreement on Brexit terms, but sterling is stuck near unchanged from yesterday’s levels as the next do-or-die step is today’s UK government cabinet meeting to decide whether the deal can proceed to an EU summit and parliamentary vote.
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty