Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Global Head of Macro Strategy
Summary: Financial markets saw some relief on news that President Trump may delay the looming auto tariff decision for now, but fresh worries emerged overnight on the fraught US-China relationship as the US moves against Huawei.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity