Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Head of Commodity Strategy
Summary: In our latest commodites webinar we take you through the reasons why we believe the sector, already trading at a record high may have further to go. This despite a current dollar surge and growth concerns triggered by US rate hikes and an extended Covid19 related lockdown in China. Among others we take a closer look at crude oil, gas, gold, silver, copper and key crops.
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty