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: This week saw the Bloomberg Commodity Index trade higher for the first time in four weeks, with the gains led by agricultural commodities. Crude oil, meanwhile, remains caught between tensions in the Middle East and rising US inventories.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity