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 discuss the developments in the Middle East and how it is impacting crude oil, and gold given the expected lower policy rate this year and inflation expectations generally trending down, and finally a perspective on the grains sector that had a terrible 2023, with Ole S Hansen and Peter Garnry.
Listen to today’s podcast.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity