Quarterly Outlook
Macro: It’s all about elections and keeping status quo
Steen Jakobsen
Chief Investment Officer
Ole Hansen joined Saxo in 2008 and has been Head of Commodity Strategy since 2010. Ole focuses on delivering strategies and analyses of the global commodity markets defined by fundamentals, market sentiments and technical developments.
Peter Garnry joined Saxo in 2010 and is the Head of Saxo Strats in 2023 with expert knowledge in equity strategies. He is also responsible for Saxo’s thematic investing universe, which is a selection of long-term themes in the economy and equity market. Garnry writes several weekly research notes on global equities across a wide range of topics such as the earnings season, thematic trends, macro, equity valuation, expected return, and asset allocation.
Althea Spinozzi serves as the Head of Fixed Income Strategy at Saxo. Her key responsibility is to develop the firm's fixed income investment strategy by conducting in-depth research analysis of fixed income markets. Althea is instrumental in delivering actionable insights across government bonds and corporate bonds in the US, UK, and Europe.
Redmond Wong is the Chief China Strategist based in Hong Kong. As a member of the strategy team, Wong is responsible for communicating Saxo’s global investment strategy, generating Hong Kong and mainland China-focused research, and delivering actionable insights across different asset classes and tradable instruments.
Charu Chanana joined Saxo in 2022 as a Global Market Strategist and was appointed as the Head of FX Strategy subsequently. Chanana brings over 15 years of financial market experience, with a background in equity research and economics. Based in Singapore, she delivers actionable strategies on global currency markets, leveraging her expertise in analysing macroeconomic fundamentals and monetary policy dynamics. Chanana is a regular contributor to Tier 1 media outlets such as Bloomberg, Reuters, CNBC, BBC, and CNA.
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