Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Global Head of Macro Strategy
Summary: Markets managed a recovery yesterday after an ugly sell-off in risk sentiment, but the scale of volatility gives cause for unease into the last trading days of the year, as thin market conditions can mean large and unpredictable moves. The last remaining orders of business before year-end are the shape of a Brexit deal, if any, and US President Trump signing off on the stimulus package agreed in Congress.
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