Quarterly Outlook
Q4 Outlook for Investors: Diversify like it’s 2025 – don’t fall for déjà vu
Jacob Falkencrone
Global Head of Investment Strategy
Head of Commodity Strategy
Summary: The first quarter of 2019 was the strongest in three years for the commodities sector as the global turnaround in central bank policy allowed growth-dependent energy and metals assets to surge past fears of an incoming slowdown.