Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Global Macro Strategist
Summary: After New Zealand cut rates and Australia didn't, where does that leave us? Does this policy divergence signal a race to the bottom between a proactive Reserve Bank of New Zealand and a potentially reactive Reserve Bank of Australia?
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity