Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Chief Investment Strategist
Summary: Today's Footonomics is about Spain vs Sweden and the country of tapas wins by a small edge on macro figures and football statistics/quotes and a win on equities with Inditex beating Sweden's industrial giant Atlas Copco. Steen's and Peter's prediction is that Spain will win an entertainment match by 2-1 with the home advantage in Sevilla being a major tailwind.
Match: Spain vs Sweden
Macro: La Furia Roja vs. Blågult
Equities: Inditex vs Atlas Copco