Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Head of Commodity Strategy
Summary: Arabica coffee prices soared by nearly 33% over the course of the past month, but the rally has now paused after hedge funds cut their record short position in half.
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty