Quarterly Outlook
Q4 Outlook for Investors: Diversify like it’s 2025 – don’t fall for déjà vu
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