July Equity Round-up
It was a volatile month for equities markets with shares whipsawed by trade and economic concerns. The S&P Global 1200 closed flat for the month but the Materials space took it in the neck on IP cycle worries, falling 3%. The Global X Lithium & Battery Tech ETF fell 1% and is now down 20% over the past 12 months, underperforming the materials space as a whole, down 7%, and the global markets, up 2%. We added two new equity baskets this month. With our nickel basket we can now compare performance across the full range of constituents for the...