Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Global Head of Macro Strategy
Summary: The dollar appears poised on a precipice as risk sentiment in emerging market assets rebounds. We look to EURUSD and NZDUSD as potential bellwether pairs for the dollar.
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty