Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Head of Macroeconomic Research
Summary: In today’s edition we focus on the latest OECD private sector confidence, which is still in negative territory in May. However, we observe a divergent trend between the manufacturing sector and the consumer sector that is likely to increase in coming months.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity