Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: The much anticipated debate between Kamala Harris and Donald Trump, one of the biggest single events leading up to the US presidential election, took place last night. In this episode, we talk takeaways and discuss how relevant and impactful it is for financial markets relative to upcoming key figures and rate cut decisions. Today's expert is John J. Hardy. Søren Otto is the host.
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