Low interest rates and strong corporate profits are leading the way for companies to start replenishing their inventories to meet expected increases in end-market demand.
Fixed Income Investing: A Perspective on U.S. Inflation and Interest Rates
In periods of global financial market volatility, the U.S.-and the Treasury market in particular-continue to be perceived as "safe havens." Consequently, should we see further bouts of global volatility like that of recent months, rates would likely remain low.
Commodity Investing: Perspective on the Gulf Oil Spill
We continue to believe deepwater exploration and development can provide opportunities for potentially healthy investment returns over the long term, although companies focused on this segment look likely to suffer from excess capacity until the Gulf of Mexico reopens.
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