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Investment Compass: Exporting Inflation

Exporting Inflation

– Food, Energy, and Emerging Markets



Pacifica Partners’ 2011 Winter quarter Investment Compass Quarterly Market Commentary examines rapidly rising food, energy, labor prices and the resulting political and economic consequences that we have been witnessing.


2011 Winter Quarter – Investment Compass on Scribd


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Legal Disclaimer

This report is for information purposes only and is neither a solicitation for the purchase of securities nor an offer of securities. The information contained in this report has been compiled from sources we believe to be reliable, however, we make no guarantee, representation or warranty, expressed or implied, as to such information’s accuracy or completeness. All opinions and estimates contained in this report, whether or not our own, are based on assumptions we believe to be reasonable as of the date of the report and are subject to change without notice. Past performance is not indicative of future performance. Please note that, as at the date of this report, our firm may hold positions in some of the companies mentioned.

Copyright (C) 2011 Pacifica Partners Inc. All rights reserved.



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