Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Head of Commodity Strategy
Summary: This week saw the Bloomberg Commodity Index trade higher for the first time in four weeks, with the gains led by agricultural commodities. Crude oil, meanwhile, remains caught between tensions in the Middle East and rising US inventories.
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty