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
Head of Commodity Strategy
Summary: The first quarter of 2019 was the strongest in three years for the commodities sector as the global turnaround in central bank policy allowed growth-dependent energy and metals assets to surge past fears of an incoming slowdown.