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 talk about the earnings season, which is beginning this week. Per usual, it is the financial companies in the US that kick things off. Garnry gives his take on, what the expectations are and what to pay attention to.
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