Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: In today's episode, macro is in focus as Peter Garnry is standing in for Charu Chanana. Søren Otto is the host. Peter and Søren discuss last week's US CPI and ECB meeting and zero in on the Chinese import and export numbers. They also talk about the upcoming EU and UK inflation figures.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity