Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: In today's episode we're talking with Ole S. Hansen, Head of Commodity Strategy, about the weekly so-called Commitment of Trader report and discuss why it may be relevant for all investors interested in commodities. We do so by focusing on cocoa, which has seen a very steep price increase. We dig into the why, how and future perspectives for the commodity. We also discuss grain and natural gas and the difference in dynamics in all three commodities.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity