Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Global Macro Strategist
Summary: The Antipodeans are in focus after Australia's central bank kept monetary policy steady overnight. Now, the pressure is on for Australia to move at its next meeting on June 5, while New Zealand may pre-empt that with a cut expected tomorrow.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity