Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Chief Investment Officer
Summary: Brace yourselves for a major momentum shift because although volatility is low we believe that markets have been lulled into a false calm and are unprepared for the massive policy move that's taken place in China.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity