Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: A new era for markets begins on Monday with Trump's inauguration as we assess the possible scale of Shock and Awe that Trump hopes to deliver on day one of his presidency. Today's episode features Head of Commodity Strategy Ole S. Hansen, with Chief Macro Strategist John J. Hardy hosting.
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