The models are broken
The market is trying to get back to the pre-Covid and pre-war times, but that model is broken. A new dawn is here and the financial world needs to adapt.
Steen Jakobsen,
Chief Investment Officer
Head of Equity Strategy
Summary: Q3 earnings reports continue to trickle in even though the season has officially ended. One of the most striking features is the widespread optimism on what lies ahead despite rising uncertainty around the globe.