Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Head of Commodity Strategy
Summary: The CFTC’s COT reporting has finally caught up following the delays that occurred following the December to January US government shutdown. Below we highlight the latest movements across forex, bonds and stock index futures in the week to March 5.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity