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USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
By Edward D. Perks, CFA, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions and Gene Podkaminer, CFA, Head of Multi-Asset Research Strategies, Franklin Templeton Multi-Asset Solutions
Slower Global Growth A Rising Concern
The global economy continues to show downward momentum. Trade in goods has been the transmission mechanism for declining sentiment; the big question remains whether contagion from manufacturing threatens the more resilient services sector.
Stress in the traded goods sector of the economy has been broader-based than just the flows directly impacted by tariffs imposed by the United States, or the retaliatory measures enacted by