Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They discuss the Japanese Nikkei index in the light of the Bank of Japan rate hike. They also talk about Nvidia and it's new Blackwell platform. Finally they dive into the earnings of PDD, parent company of online marketplace Temu.
Listen to the full episode now or follow Saxo Market Call on your favorite podcast app:
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity