Insights - Archived

• COVID-Supply-Chains-and-Inflation-1021
  
  COVID, Supply Chains and Inflation - October 2021
• Market-Commentary-and-Opportunities-082021
  
  Market Commentary and Opportunities - August 2021
• So-Much-Debt-Is-There-a-Way-Out-0721
  
  So Much Debt, Is There a Way Out - July 2021
• ESG-In-Focus-and-Evolving-0421-1
  
  ESG - In Focus and Evolving - April 2021
• Cryptocurrency-0121
  
  Cryptocurrency - January 2021

• The-New-Energy-Economy-1020
  
  The New Energy Economy - October 2020
• Distress-in-the-COVID-19-Era-0720
  
  Distress in the COVID-19 Era - July 2020
• Government-to-the-Rescue-041520
  
  Government to the Rescue - April 2020
• GIA-CV-Statement-032520
  
  GIA Coronavirus Statement
• Coronavirus-Update-032420-4
  
  Coronavirus Updates (Fed Actions, Economy and Markets) - March 24, 2020
• Coronavirus-Update-031720
  
  Coronavirus Updates (Fed Actions, Economy and Markets) - March 17, 2020
• Thoughts-on-the-New-Coronavirus-0320
  
  Thoughts on the New Coronavirus - March 2, 2020
• Taking-Stock-January-2020
  
  Taking Stock - January 2020

• About-Repos-SOFR-and-LIBOR-1019
  
  About Repos, SOFR and LIBOR - October 2019
• Equities-Higher-Yields-Lower-Unusual-Times-0719
  
  Equities Higher, Yields Lower, Unusual Times - July 2019
• Immigration-and-Demographics-0419
  
  Immigration and Demographics - April 2019
• Peak-Credit-0119
  
  Peak Credit? - January 2019

• About-Those-Rising-Rates-1018
  
  About Those Rising Rates - October 2018
• Strong-Dollar-Weak-Emerging-Markets-0718
  
  Strong Dollar - Weak Emerging Markets? - July 2018
• Socially-Responsible-Investment-0418
  
  Socially Responsible Investment - April 2018
• The-Tax-Cut-and-Jobs-Act-0118
  
  The Tax Cut and Jobs Act - January 2018

• What-Happened-to-Inflation-1017
  
  What Happened to Inflation? - October 2017
• Are-Valuations-Excessive-0717
  
  Are Valuations Excessive? - July 2017
• Unemployment-Demographics-and-Growth-0417
  
  Unemployment, Demographics and Growth - April 2017
• Normalizing-Rates-01262017
  
  Normalizing Rates - January 2017

• Unintended-Consequences-101816
  
  Unintended Consequences - October 2016
• About-Brexit-071016-2
  
  About Brexit - July 2016
• Brazil-The-Future-is-Finally-Bright
  
  Brazil - The Future is Finally Bright - April 2016
• US-High-Yield_Recession-Precursor-or-Very-Cheap-01122016
  
  US High Yield - Recession Precursor or Very Cheap - January 2016

• EM-Corporate-Bonds-Cheap-Again
  
  EM Corporate Bonds - Cheap Again - October 2015
• Corporate-Bond-Market-Liquidity-04222015
  
  Corporate Bond Market Liquidity - April 2015
• Back-to-Normal-07202015
  
  Back to Normal? - July 2015
• Oil_Deflation_Interest-Rates_Global-Growth-012015
  
  Oil, Deflation, Interest Rates and Global Growth - January 2015

• Ukraine-and-Russia-Update-031014-For-Web
  
  Ukraine and Russia Update - March 2014
• EMD-Commentary-Feb-2014
  
  Emerging Market Debt Outlook - February 2014

• EM_Outlook_0913
  
  Emerging Markets Outlook — September 2013
• Global-High-Yield-Crash-or-Correction
  
  Global High Yield Crash or Correction — June 2013

• Energy-Nation
  
  Energy Nation — May 2012

• RC-Sovereign-Debt-Paper
  
  Matters of Sovereign Debt — September 2011
• China-and-its-Companies
  
  China and its Companies — July 2011
• Market-Outlook-2011
  
  Market Outlook 2011 — January 2011
• The-Case-For-Emerging-Markets-Corporate-Debt
  
  The Case for Emerging Markets Corporate Debt — January 2011

• Rethinking-Sovereign-Risk-Part-II
  
  Rethinking Sovereign Risk (Part II) — May 2010
• The-Case-for-Credit-March-2010
  
  The Case for Credit — March 2010
• Rethinking-Sovereign-Risk-Part-I
  
  Rethinking Sovereign Risk (Part I) — January 2010