Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: Today we look at signs of nervousness beneath the surface in the US equity market, have a look at the resurgence in the US dollar and whether there is more strength to come, particularly against heavy EUR long positioning, talk gold, US and Italian yields, and especially focus on sterling as Boris Johnson's Brexit negotiation deadline looms into view tomorrow.
Listen to today’s podcast and have a look at today’s slide deck.
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