Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Chief Investment Strategist
Summary: Monday last week we presented the 'bounce back basket' to help investors get some inspiration among high quality stocks that were beaten down. Today we present a Nordic version of the 'bounce back basket' providing inspiration of stocks to consider if equity markets bounce back from the current low levels.