Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today we discuss three things. Earnings expected tomorrow from Apple, Novo Nordisk, and Fortinet. The green transformation meltdown that just continues every month with Orsted as the key example today down 16%. Finally, we discuss the earnings season and the surprises from US technology and European companies, with Oskar Bernhardtsen and Peter Garnry.
Listen to today’s podcast.
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