Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: In today's commodities focused podcast we discuss the FOMC rate decision and what the Fed's soft landing outlook means for commodities. We discuss everything from the opportunities in gold as a hedge against monetary policy mistakes, tightness in energy markets, downside pressure in copper due to rising copper inventories, and recent developments in the agriculture sector, with Peter Garnry and Ole S Hansen.
Listen to today’s podcast
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