Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Head of Macro Analysis
Summary: Developed economies have long struggled with falling inflation, but now, countries like China, Indonesia and Brazil are being hit by this unwelcome trend.
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty