Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Dan Squires
Head of Sales - UK
Summary: Diversification leads to better outcomes for you the investor. It's potentially dangerous to have a very narrow portfolio, and a good way to minimise your risks over time is to be invested in a wider range of assets. One such example is commodities. Gold has been making new all-time-highs recently; equally a number of other less well followed commodities have been performing well. An example would be Coffee, up over 10% in September. Whilst past performance is no guarantee of future returns, with this week's China Stimulus package announcement, it is likely that commodities will remain in focus for some time. So perhaps ask yourself a simple question... is there room in my portfolio for some commodities exposure?
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