Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today we look at the implications for value versus growth stocks, particularly if the Fed has so far failed to more forcefully signal its interest in yield curve control after the major Powell speech last week. We also look at the US dollar, individual stock and commodity stories and a busy macro calendar for the week ahead.
Listen to today’s podcast and have a look at today’s slide deck.
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