Insights

Insights

• Attractive Opportunities in Emerging Market Debt August 2017
• Views from the SHIP: Fallen Angels – How Credit Downgrades Improve Overall Credit Quality in Global High Yield September 2016
• Latin America: A Unique Regional Opportunity August 2016
• Views from the SHIP: Emerging Markets Local Currency Debt August 2016
• Views from the SHIP: Notes from the Recent IMF/World Bank Spring Meetings August 2016
• A World Drowning in Negative Interest Rates: The Case for U.S. Securitized Debt May 2016
• Emerging Markets Debt: The Credit Picker’s Guide to 2016 January 2016
• Multi-Asset Credit: To Everything There is a Season (Update) June 2015
• Mapping a Changed World: The Case for a Multi-Asset Credit Approach (Update) June 2015
• The Globalization of the High Yield Market: Why Diversification is an Increasingly Important Consideration in High Yield Investing (Update) May 2015
• European High Yield: The Issuers Mix is Changing! March 2015
• Emerging Markets Local Currency Debt – Our Views on the Asset Class February 2015

Letters from the CIO

• 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
• Letter from the CIO: An Update on 2015 June 2015
• Letter from the CIO: Our Outlook for 2015 January 2015

For publications prior to 2015, please click here.