Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today we look at a very disappointing session in the US yesterday with the narrative tough to extract as the status of stimulus remains tense and uncertain and in Europe, Covid shutdowns may see a widening impact on confidence. Also today, a look at key earnings stories, AUD and GBP weakness, the latest on grains and much more. Today with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy 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