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Written Articles »

Audio Commentary

In Focus: Bonds

Written Article

Oct 03 2023
Holding Out for the Yen

Written Article

Sep 25 2023
An Investment Grade Opportunity Takes Off: Secured Finance Gives Airline Sector Lift

Written Article

Sep 19 2023
Why We Like US Fixed Income

Written Article

Sep 14 2023
The Quest for Positive Convexity in High Yield Portfolios

Audio Commentary

Sep 08 2023
Yield Curve Dynamics and the Case for Duration

Written Article

Aug 30 2023
Assessing Bond Value in the New Era

Audio Commentary

Aug 14 2023
Emerging Markets Reach Fork in the Road

Written Article

Aug 08 2023
A Regime Change for Japan?

Written Article

Aug 02 2023
Weighing South Africa’s Pluses, Minuses…and Maybes

Audio Commentary

Jul 26 2023
Credit Roundtable: It Pays to Be Patient

Written Article

Jul 20 2023
The UK’s Trifle with Inflation

Written Article

Jul 06 2023
All You Need Is Confidence

Written Article

Jun 22 2023
Mid-Year Outlook: How Low Will It Go?

Written Article

Jun 06 2023
Is It the Spread or the Yield? It’s Both.

Audio Commentary

May 23 2023
Credit Roundtable: An Interesting Place to Be

Audio Commentary

May 02 2023
Untangling the Sticky Situation with Inflation

Written Article

Apr 25 2023
China’s Grand Reopening: The Nontraditional Recovery

Video Commentary

Mar 17 2023
Banking Crisis Roils Credit Markets, Unveiling Opportunities

Written Article

Mar 15 2023
Banking Crisis Lends Uncertainty to Macro Outlook

Written Article

Mar 09 2023
Change on the Horizon for Japan

Video Commentary

Jan 26 2023
Inflation, Recession Risk, and Duration

Written Article

Jan 12 2023
A New Year’s Resolution on Agency MBS

Written Article

Dec 07 2022
Outlook for 2023: Complicated, Fragmented Macro Road Map

Written Article

Nov 01 2022
High Yield’s Compelling Recession Resilience

Audio Commentary

Oct 18 2022
Much Ado about Inflation

Written Article

Oct 12 2022
A Party with Important Implications

Written Article

Sep 28 2022
U.K. Budget Experiment Tests Markets

Written Article

Aug 15 2022
Nearing a Turning Point in Emerging Markets

Video Commentary

Aug 10 2022
Charting the Global Economy: A Roadmap for Inflation, Growth, and Asset Allocation

Audio Commentary

Jul 07 2022
Emerging Markets Test Inflation Credentials

Written Article

Jul 05 2022
Navigating Challenging Fixed Income Markets

Written Article

Jun 23 2022
Mid-Year Outlook: Policy Panic Again

Audio Commentary

May 13 2022
A Meaningful Swoon in Inflation

Written Article

May 10 2022
Raining Vows of Easing Amid Resolute Covid Controls

Audio Commentary

Apr 26 2022
Yield Curve Signal: SOS or Smooth Sailing?

Written Article

Mar 10 2022
Awakening Japan’s Sleeping Giant

Written Article

Feb 14 2022
Houston, We Have a Valuation Problem

Audio Commentary

Jan 31 2022
Not Your Normal Inflation

Written Article

Jan 18 2022
The Yin and Yang of 2022

Written Article

Jan 03 2022
Will Rising Rates Sink Global Corporate Credit?

Written Article

Dec 20 2021
Chart of the Moment: The Yield Curve Casts Its Vote

Written Article

Dec 08 2021
Outlook for 2022: Economic Whiplash?

Written Article

Nov 08 2021
Low Bond Yields: Repressed or Something More Fundamental?

Written Article

Oct 11 2021
U.S. High Yield Offers Safer Middle Ground

Written Article

Sep 23 2021
The Great Reckoning—Reflecting on the Evergrande Saga

Written Article

Sep 13 2021
Sidelined Corporate Cash Enters the Game

Written Article

Aug 30 2021
A Bullish View on the Mortgage Industry

Written Article

Aug 16 2021
BDCs: Where Private and Public Markets Meet

Written Article

Jul 19 2021
Along the ESG Path: Environmental Issues Ahead

Written Article

Jun 22 2021
Mid-Year Outlook: Lots in the Air

Written Article

Apr 26 2021
Three Segments, Multiple Opportunities in Emerging Markets

Written Article

Mar 01 2021
The Push and Pull toward Emerging Markets

Written Article

Feb 16 2021
Where to, Emerging Markets?

Written Article

Dec 07 2020
The Outlook for 2021: Post-Pandemic Boom?

Written Article

Nov 09 2020
A Reliable Framework Helps Manage Risk

Written Article

Oct 26 2020
Decoding China’s Rate Market Conundrum

Written Article

Sep 28 2020
When to Call Time on Brazil and South Africa

Written Article

Jun 29 2020
The Diverging Fortunes of Emerging Markets

Written Article

Jun 01 2020
We’re Fighting Deflation, Not Causing Inflation… Yet

Written Article

May 18 2020
The Dollar Is King…Or Is It?

Written Article

Apr 27 2020
Emerging Markets - Hit Me One More Time

Written Article

Mar 24 2020
Coronavirus Pandemic: Difficult Tradeoffs

Written Article

Mar 16 2020
Coronavirus Pandemic: Do Whatever It Takes

Written Article

Nov 18 2019
Is This the Best that Emerging Markets Can Do?

Written Article

Nov 04 2019
What's Changed?

Written Article

Oct 21 2019
Russia: All Good Things Must Come to an End

Written Article

Oct 07 2019
Financial Follies: Fiscal Stimulus and Modern Monetary Theory in the Era of Quantitative Easing and Zero or Negative Interest Rates

Written Article

Sep 30 2019
10 Year Treasury Yields at Zero, and Why Fiscal Stimulus and Modern Monetary Theory are Financial Follies

Written Article

Sep 23 2019
The Late Innings of the U.S. Credit Cycle

Written Article

Aug 19 2019
Argentina: Will They or Won’t They?

Written Article

Jul 31 2019
Wake Up Europe!

Written Article

May 28 2019
The Big Bang: Indexing China’s Onshore Bond Market

Written Article

Mar 19 2019
Brexit: The Beginning of the End, or the End of the Beginning?

Written Article

Feb 25 2019
Taking One Step at a Time: Moving Our Sovereign Bond ESG Research Forward

Written Article

Feb 11 2019
Humbled by a Trip to the Wood Shed

Written Article

Feb 04 2019
What’s the Catch with Indonesia?

Written Article

Jan 07 2019
Watching Paint Dry?

Written Article

Dec 26 2018
South Africa Has a Long Road to Travel

Written Article

Dec 11 2018
My Coupon, Our Problem

Written Article

Nov 26 2018
What We (Don’t) Want to See from the AMLO Administration

Written Article

Nov 05 2018
Under the Tuscan Debt Load

Written Article

Oct 22 2018
Chart of the Moment: Backup in Eurozone Yields

Written Article

Oct 08 2018
Emerging Market Dollar Debt Suggests a Regime Change is Coming

Written Article

Sep 04 2018
The Never Ending Story in Emerging Markets

Written Article

Aug 20 2018
It’s Not Just One Thing

Written Article

Jul 09 2018
Emerging vs. Developed Market Yields: Not an Apples to Apples Comparison (Part 2)

Written Article

Jul 03 2018
Emerging vs. Developed Market Yields: Not an Apples to Apples Comparison (Part 1)

Audio Commentary

Jun 25 2018
Nothing Moves in a Straight Line

Written Article

Jun 19 2018
Here Comes the Storm

Written Article

May 21 2018
Emerging Markets – Crisis or Opportunity?

Written Article

May 14 2018
Colombia: Not Just an Oil Play

Written Article

May 07 2018
Normalizing in an Abnormal World

Written Article

Apr 23 2018
It Ain't Over ‘til the Fat Lady Sings…or Financial Conditions Get Too Tight

Audio Commentary

Mar 19 2018
What Lies Ahead for South Africa?

Written Article

Feb 12 2018
A Rude (Early) Wake-up Call

Audio Commentary

Jan 16 2018
Are Central Banks Behind the Curve?

Written Article

Dec 18 2017
Yellen and the Yield Curve

Written Article

Dec 04 2017
2018: Only the Calendar is Changing, Not Our View

Written Article

Nov 06 2017
One Central Bank, Two Currencies, Three Problems

Written Article

Oct 09 2017
Low-Hanging Fruit Perhaps Not So Sweet

Written Article

Sep 25 2017
Can Emerging Markets Hold Steady?

Written Article

Sep 11 2017
ESG: Seeds Are Sprouting

Written Article

Sep 05 2017
Central Banks are Not the Only Bond Buyers

Written Article

Jul 31 2017
Is the End Near?

Audio Commentary

Jul 25 2017
An Exciting Time for Central Banks

Written Article

Jun 26 2017
Breaking Argentina’s Default Cycle

Written Article

May 08 2017
The Uncharted Territory of Balance Sheet Reduction

Written Article

Apr 24 2017
An Equity Manager’s Perspective on What the Bond Market is Signaling

Written Article

Apr 17 2017
South Africa. Beautiful Country, Shame about the Politics

Written Article

Apr 10 2017
Global Bond Market Hotlist

Written Article

Apr 03 2017
Is 3% Really High Yield? The Dilemma with European Credit

Written Article

Mar 21 2017
Treasury Bond Bubble?

Written Article

Mar 06 2017
Japan: Building Macro Tension

Written Article

Feb 27 2017
French Elections Have the Eurozone in a Tizzy

Written Article

Feb 06 2017
What a Difference a Year Makes

Written Article

Jan 17 2017
Where Angels Fear to Tread: China’s Onshore Bond Market

Written Article

Nov 28 2016
Trumponomics: Deja vu Reaganomics?

Written Article

Nov 21 2016
Are High Yield Floating Rate Notes Poised for Takeoff?

Written Article

Oct 24 2016
Equivocating Doves Deliver Credit Opportunities

Written Article

Oct 17 2016
Another Rout?

Written Article

Sep 05 2016
It’s All Over for Global Bonds…Or Is It?

Written Article

Aug 15 2016
The Fed’s New Reaction Function

Written Article

Jul 25 2016
The World Has Been Turned on Its Head

Written Article

Jul 12 2016
Obstacles Make Way for Opportunities in Emerging Markets

Written Article

Jun 29 2016
Is a Regime Shift at Work?

Written Article

Jun 24 2016
Response to Brexit Referendum

Written Article

Jun 24 2016
Francis Scotland's Brexit Follow Up

Written Article

Jun 21 2016
Thoughts on the Imminent Brexit Referendum

Written Article

Jun 06 2016
Recessionary Fears, Dark Clouds that Won’t Fade

Written Article

Jun 01 2016
The Debt Paradox

Written Article

May 23 2016
The Pendulum of Policy and Politics

Written Article

May 16 2016
Stuck in the Balance

Written Article

Apr 04 2016
Fast & Furious Start for Global High Yield, But Still Time to Buy?

Written Article

Mar 14 2016
Reliving 1999?

Written Article

Feb 29 2016
Are Markets Stressed Out?

Written Article

Feb 12 2016
Time to Go Up in Global Credit Quality?

Written Article

Jan 05 2016
What Are Markets Saying?

Written Article

Dec 29 2015
Assessing the Damage in Global High Yield

Written Article

Dec 09 2015
Why Should the Fed Not Raise Rates?

Written Article

Nov 18 2015
What Sovereign Debt Crisis?

Written Article

Nov 06 2015
Variant Perception

Written Article

Oct 14 2015
The U.S. versus China: Can Policies Diverge for Long?

Written Article

Sep 22 2015
Does U.S. Policy Constrain Credit Assets Globally?

Written Article

Sep 16 2015
Navigating Through the Deflationary Crosscurrents

Written Article

Aug 20 2015
Confusion from the Dual Mandate

Written Article

Aug 17 2015
Global Implications of the Chinese Yuan Devaluation

Written Article

Aug 12 2015
No Boom, No Bust: Part III

Written Article

Jul 31 2015
No Boom, No Bust: Part II

Written Article

Jul 24 2015
No Boom, No Bust: Part I

Written Article

Jun 19 2015
A Triple Bottom?

Written Article

Jun 03 2015
A Dollar for Your Thoughts?

Written Article

May 27 2015
What's Normal?

Written Article

Feb 23 2015
The Brazil Dilemma

Written Article

Feb 09 2015
A Bridge Too Far

Written Article

Feb 04 2015
European QE is Not U.S. QE

Written Article

Jan 26 2015
Deja Vu

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