Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Head of Commodity Strategy
Summary: CBOT wheat for December delivery has returned to support between $4.9 and $5/bushel. Prices are under pressure from strong Russian exports and a robust USD.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity