Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Senior Investment Editor
Summary: The monthly market rewind for October is for the most part a good story. Equities got back into positive territory and especially the sectors performed strongly. Bonds continued to struggle. Whether the not-so-scary Halloween month is a sign of better things to come, or whether it was a chance to breathe before the storm hits again depends in large part on the central banks.