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: Monday saw the US Department of Agriculture release its latest planting progress figures, with corn planting posting the slowest result since 1980 and soybeans showing the slowest print since 1996. Both commodities rallied in response.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity