Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Oil markets await the upcoming OPEC decision with expectations for another production cut to bolster favourable conditions for oil markets. We also discuss the diverging performance across many commodities in November including coffee up 8% and US natural gas down 25% as the peak rate narrative sets in, with Ole S Hansen and Peter Garnry.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity