Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: After a week's hiatus, the Saxo Market Call is back and this time, Søren Otto is joined by Head of Commodity Strategy, Ole S. Hansen. The two discuss why gold may be more interesting than oil and why weather is starting to make its impact on a wide variety of commodities.
Listen to the full episode now or follow Saxo Market Call on your favorite podcast app: