Investment Perspectives

Each quarter we explore a topic that we believe is relevant for our clients in understanding the current investment environment and the markets.

Client Letter: Investment Perspectives

Fundamental market forces are the primary factors behind today’s high price of fuel. Emerging countries now represent approximately 50% of world oil demand and their appetite for fossil fuels should continue to be strong over the long-term. World supply has become less responsive, creating a tight market for oil.

Archived Investment Perspectives