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New Quarterly House View: Bumpy road ahead

Accommodative monetary policy and solid consumption are lifelines for the global economy and investors now that the trade war has escalated. While we continue to see a potential in equities, bonds play an essential role in portfolios at the moment. That’s what senior strategist Lars Skovgaard Andersen and his team of analysts conclude in their recent Quarterly House View report.

Nevertheless, we remain convinced that the global economy, despite everything, is still moving in the right direction below the choppy surface waters – even though uncertainty is definitely much greater than six months ago.

Lars Skovgaard Andersen

Senior strategist, Danske Bank

Expected return

4-6 %

From global equities over the coming 13 moths in local currency

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