Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: In this special episode of our daily Saxo Market Call podcast, you get an in-depth view on how to invest in one of these days’ hottest topics – commodities – through equities and futures. The podcast is hosted by Head of FX Strategy, John Hardy and features Ole S. Hansen, Head of Commodity Strategy and Peter Garnry, Head of Equity Strategy.
Listen to this special edition podcast - slides are available via the link in the podcast description..
Commodities have been key in the globalized world for the past years, as a plethora of macro events have brought the asset class’s tangible nature into focus. As always, the financial sector followed suit and the desire to invest in commodities has grown steadily.
But old-school investing in commodities through futures comes with the challenge that lot sizes are huge, meaning you have to tie a lot of money into specific commodities to just get some exposure. That picture has changed and today there’s several ways to – directly and indirectly – gain exposure to commodities.
In this special podcast episode, Hardy, Hansen and Garnry take you through:
Happy listening!
Follow Saxo Market Call on your favorite podcast app: