Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today a look at the new high for the cycle in the longest US yields, Green Transformation theme stocks, thoughts on inflation and the carbon credit scheme in the EU as prices reach a record high there, a look at the prospects for Italy now that Draghi likely set to become next PM, the important of today's BoE meeting as they will have to send a signal one way or another on their attitude toward negative rates, a look at JPY drivers and more. Today's call with Peter Garnry on equities, Althea Spinozzi on fixed income, and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity