Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Commodities have witnessed a volatile beginning to 2020 with geopolitical tensions and trade deal optimism being completely overshadowed by the biggest demand shock since the global financial crisis. Through charts and tables we take a closer look at the Covid-19 impact on the sector as well as the outlook for key commodities from crude oil and copper to gold and agriculture