Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Head of Commodity Strategy
Summary: Trump's trade war and the strong dollar weighed heavily on many commodities in 2018 but these factors also sparked a rush into safe havens, causing gold to shine.
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty