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: Hedge funds maintained an overall unchanged commodity exposure – measured in number of futures contracts – during the week to May 28. But the sector wasn’t unaffected by increased global growth worries.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity