The models are broken
The market is trying to get back to the pre-Covid and pre-war times, but that model is broken. A new dawn is here and the financial world needs to adapt.
Steen Jakobsen,
Chief Investment Officer
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