Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Chief Investment Strategist
The US dollar has climbed to multi-month highs again even as the Fed is on an easing path, benefiting from a variety of supporting factors that continue to propel its strength.
Given these factors, the USD still has room to run. With the ongoing pressures on trade-exposed currencies, the US dollar is likely to remain a dominant force in global markets.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity