Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They discuss Tesla's recent earnings and look at the regional equity performance. They also discuss our recently published Quarterly Outlook. Finally, they talk about the biggest macro events in the near past.
Listen to the full episode now or follow Saxo Market Call on your favorite podcast app: