Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: The increasingly poor state of the Australian economy and the Reserve Bank's failure to meet its objectives, combine to make another rate cut inevitable. But the market is split on whether this will happen in July or August.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity