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Why Commodity Prices May be Headed for New HighsThe Boston Company Asset Management looks at the structural supply forces that could push commodity prices higher following their dramatic run-up and subsequent collapse in recent years. Contrary to common belief, TBCAM does not believe the U.S. dollar needs to weaken for commodity prices to move higher or that speculative investors determine price direction. Authors: Robin Wehbe, Jason Gibson, Brock Campbell
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Corporate Bonds: Are they the New Stocks?Are the high yields in the credit markets a better choice than the potential gains in a beaten-up stock market? This special report considers the question. Authors: Kent Wosepka, Ralph Goldsticker, John Truschel, Bob Jaeger
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Cracking the Commodities Code: A Fundamental Approach to Harvesting Alpha OpportunitiesLearn how commodity-portfolio returns potentially can be improved by over and under weighing commodities based on a set of economically grounded attractiveness scores. Author: Kenton Yee
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Unexpected Inflation Hedging: A 3D SUPER ApproachMellon Capital discusses new way to protect portfolios from unexpected inflation as accommodative monetary policy raises concerns about the erosion of portfolio purchasing power through inflation. Authors: Anjun Zhou, Karsten Jeske
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Emerging Asia Growth Prevails as Inflation Worries AbateHamon Investment Group discusses economic and market developments across emerging Asia for the second half of 2011, arguing that tightening measures aimed at managing inflation without choking off growth seem to be working. Business: Investment Management
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The U.S. Municipal Market: Oncoming Train or Light at the End of the Tunnel?Given the broad-brush headlines about dire state and local finances and the possible effects on the municipal bond markets, Standish's Tax-Sensitive Fixed Income team argues for a differentiated view across muni market segments as well as across prevailing state and local government conditions. Business: Investment Management
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Financial Regulation Altering the Cash Management LandscapeBNY Mellon Cash Investment Strategies looks at the potential supply and demand mismatch of shorter-maturity securities as new regulations require money market mutual funds to hold more highly liquid, short-term securities, while Basel III regulations encourage banks to focus on longer-term debt. Business: Investment Management
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Investing in Latin American InfrastructureBNY Mellon ARX discusses the significant investment opportunities arising out of Latin America's efforts to renew and expand its infrastructure. Across the continent, billions of dollars are being targeted toward developing and improving transport, power transmission and telecommunication. Business: Investment Management
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More to Bountiful Brazil Than CommoditiesBNY Mellon ARX reviews Brazil's political and economic prospects ahead of October's presidential elections. As economic activity continues to pick up from last year's recession, the ARX team sees the increasing domestic consumption of goods and services joining commodities exports as an important source of GDP growth. Business: Investment Management
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China's Changing Workforce Presents Problems and OpportunitiesAs China's workforce becomes more educated and affluent, the country is evolving from the world's manufacturing assembly line to one of the most promising consumer markets. We believe all of this is having an important effect on where the new growth and investment opportunities are developing. Business: Investment Management
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