Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Global Head of Macro Strategy
Summary: Markets have just seen Washington and then Beijing deploy the largest round of tariffs yet in their ongoing trade scuffle, but risk sentiment remains resilient. One possible factor there could be Beijing's disavowal of using CNY devaluation as a policy plank.