Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: Commodities have witnessed a volatile beginning to 2020 with geopolitical tensions, trade deal optimism to skepticism and more recently the corona virus outbreak creating both challenges and opportunities. In this update we take a closer look at some of the major commodities and how climate and inflation focus may impact these in 2020.