Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
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Copper is on a charge
Dan Squires
Head of Sales - UK
Summary: Copper prices have just hit 2 year highs, up c. 15% YTD. And last week BHP launched a bid for Anglo American - a GBP 31bn potential transaction that is all about Copper. Your Saxo account offers multiple different ways to gain exposure or take a view.
Whilst there has been a lot of focus this year on Gold, Copper prices have recently surged. Last week's "Commitment of Traders" report showed a 27% increase in net long positioning.
With Copper at 2-year highs, we think this is a super interesting area to look at... will the long term themes such as electrification, investment in power networks, and EVs combine to deliver a multi-year bull market for the Copper price? Or is this now over-heated in the short term, technically overbought and due a correction? Or could both views in fact be true?
As a Saxo customer you have access to multiple ways to play Copper, ranging from Copper futures, via equities such as Copper miners, to Copper ETFs
With Copper at 2-year highs, we think this is a super interesting area to look at... will the long term themes such as electrification, investment in power networks, and EVs combine to deliver a multi-year bull market for the Copper price? Or is this now over-heated in the short term, technically overbought and due a correction? Or could both views in fact be true?
As a Saxo customer you have access to multiple ways to play Copper, ranging from Copper futures, via equities such as Copper miners, to Copper ETFs
Quarterly Outlook
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Quarterly Outlook
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity
John J. Hardy
Global Head of Macro Strategy
After the chaos of Q2, the quarter ahead should get a bit more clarity on how Trump 2.0 is impacting... -
Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
Commodity Outlook: Commodities rally despite global uncertainty
Ole Hansen
Head of Commodity Strategy
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Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
We are witnessing a once-in-a-lifetime shredding of the global order. As the new order takes shape, ... -
Quarterly Outlook
Asset allocation outlook: From Magnificent 7 to Magnificent 2,645—diversification matters, now more than ever
Jacob Falkencrone
Global Head of Investment Strategy
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Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Macro Strategy
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Quarterly Outlook
Equity Outlook: The ride just got rougher
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
China Outlook: The choice between retaliation or de-escalation
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
Commodity Outlook: A bumpy road ahead calls for diversification
Ole Hansen
Head of Commodity Strategy