Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today we look at another strong equity session - this time a more broadly positive one, discuss the turnaround in the US dollar and key commodities developments, but most of all the remarkable behavior of the VIX and what options markets are telling us about now and about the US election risk.
Listen to today’s podcast and have a look at today’s slide deck.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity