Positioning across commodities & crypto amidst the sell-off

Investors have been impacted by the softening of the US labour market, which has changed the narrative that the US economy would escape a hard landing. This has resulted in a correction to the seasonally weak period of August and September across risk assets. A closer examination suggests numerous opportunities amidst the current sell off.  

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Historical performance is not an indication of future results and any investments may go down in value.

 

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