Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: In today’s episode, Althea Spinozzi, Head of fixed income strategy, is the expert. She presents a status of the US and EU bond markets so far in 2024. She then presents what the current development may mean for fixed income in the coming quarter before discussing what that may mean in terms of diversification and positioning.
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