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Written by Members of the Castleview Investment Committee

Market Overview - July 2020 Thumbnail

Market Overview - July 2020

Value-oriented investors may wish to note that Commodities returns have been flat or negative in 7 of the past 10 periods (including YTD 2020). The current depressed field position coincides with a multi-decade high in money supply growth and a potentially protracted period of disruption in global supply chains going forward.

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