Archived Publications
Archived Publications
- Investment Policy Statement: What’s on Developed Markets’ Central Banks’ Holiday Wish List? Inflation December 31, 2019
- Investment Policy Statement: Setting the Pace – A Proactive Fed Helps Keep the Economy on Track October 31, 2019
- Investment Policy Statement: Policy Space – Room to Respond Matters, and the Fed Might Like a Little More May 28, 2019
- Investment Policy Statement: ESG – How is it Relevant and Impactful in Fixed Income Investing? March 31, 2019
- Investment Policy Statement: Market Signals – Are They Loud and Clear? January 30, 2019
- Investment Policy Statement: Can the ECB Keep Steady in Their Balancing Act? November 20, 2018
- Investment Policy Statement: China – Can Its Long-term Strategic Goal Withstand Turbulence? October 31, 2018
- Investment Policy Statement: Inflation Target – What is Neutral? September 30, 2018
- Investment Policy Statement: Trade War Winners – Are There Any? August 20, 2018
- Multi-Asset Credit: To Everything There is a Season (Update) June 30, 2015
- Mapping a Changed World: The Case for a Multi-Asset Credit Approach (Update) June 30, 2015
- Letter from the CIO: An Update on 2015 June 8, 2015
- The Globalization of the High Yield Market: Why Diversification is an Increasingly Important Consideration in High Yield Investing (Update) May 1, 2015
- European High Yield: The Issuers Mix is Changing! March 27, 2015
- Emerging Markets Local Currency Debt – Our Views on the Asset Class February 11, 2015
- Letter from the CIO: Our Outlook for 2015 January 8, 2015
- Multi-Asset Credit: To Everything There is a Season October 10, 2014
- Mapping a Changed World: The Case for a Multi-Asset Credit Approach January 27, 2014
- The Case for Emerging Markets Revisited July 1, 2013
- The Globalization of the High Yield Market: Why Diversification is an Increasingly Important Consideration in High Yield Investing May 14, 2013
- Stone Harbor Emerging Markets Debt Outlook March 1, 2013
- Stone Harbor Emerging Markets Debt Outlook December 21, 2012
- Global Growth Slowdown: Does the EM Growth Story Still Have Legs? October 24, 2012
- Stone Harbor Emerging Markets Debt Outlook: Fourth Quarter 2012 October 12, 2012
- Stone Harbor Emerging Markets Debt Update May 29, 2012
- Brazil – Explaining the High Level of Real Interest Rates and Implications for Investors November 14, 2011
- Emerging Markets Debt: Outlook for the Asset Class May 20, 2011
- Capital Flows into EMs: How Real Is the Threat of “Currency Wars”? January 13, 2011
Letters from the CIO
- Letter from the CIO: Recapping 2017 and Moving Into 2018 January 2018
- Letter from the CIO: Our Outlook for the Remainder of 2017 July 2017
- Letter from the CIO: Our Outlook for 2017 January 2017
- Letter from the CIO: Our Outlook for the Remainder of 2016 July 2016
- Letter from the CIO: A Review of 2015 and Our Outlook for 2016 February 2016
