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A chart from our latest Commodity Fundamentals Report was featured in Bloomberg Opinion:

"Capital expenditures for all the main commodities have barely increased over the last five years, as this chart from Longview Economics shows. And that in turn implies that the world is still on track for another classic upward commodity wave:

If commodity prices turn upward once more, investors might find the opportunity to put money into commodities to be an offer they can’t refuse. And more broadly, all investors should be aware that much of the rally in risk assets in the last two months has been predicated on a fall in the oil price. It would be a shame if it were to rise again."


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