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: The dollar appears poised on a precipice as risk sentiment in emerging market assets rebounds. We look to EURUSD and NZDUSD as potential bellwether pairs for the dollar.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity