Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Head of Macroeconomic Research
Summary: Geopolitical developments in Washington, London and Beijing have commanded a huge amount of attention is recent months and other fundamental indicators – most importantly, the US housing market – have been neglected. But US housing is a reliable harbinger of the overall economy and must not be ignored.
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty