The Beginning of a New Era

From the desk of Chief Investment Strategist Jonathan Pain, this article takes a look at the correlation between emerging economies and rising oil prices, worldwide housing markets, and where we're headed now.

"Our view has been that crude oil prices would rise due to the motorisation of the world's two most populous nations and that the world was close to a peak in oil production......In essence, developments over the last several months suggest the second phase of the credit crisis is now upon us..."

Click here to view the article.