Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Head of Macro Analysis
Summary: In the past few days, we got a bunch of data related to global trade that confirm global growth may surprise to the downside as a direct consequence of China’s slowdown and trade war.
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty