Insights - Archived
View our archived whitepapers in PDF format.
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COVID, Supply Chains and Inflation - October 2021
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Market Commentary and Opportunities - August 2021
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So Much Debt, Is There a Way Out - July 2021
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ESG - In Focus and Evolving - April 2021
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Cryptocurrency - January 2021
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The New Energy Economy - October 2020
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Distress in the COVID-19 Era - July 2020
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Government to the Rescue - April 2020
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GIA Coronavirus Statement
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Coronavirus Updates (Fed Actions, Economy and Markets) - March 24, 2020
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Coronavirus Updates (Fed Actions, Economy and Markets) - March 17, 2020
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Thoughts on the New Coronavirus - March 2, 2020
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Taking Stock - January 2020
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About Repos, SOFR and LIBOR - October 2019
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Equities Higher, Yields Lower, Unusual Times - July 2019
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Immigration and Demographics - April 2019
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Peak Credit? - January 2019
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About Those Rising Rates - October 2018
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Strong Dollar - Weak Emerging Markets? - July 2018
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Socially Responsible Investment - April 2018
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The Tax Cut and Jobs Act - January 2018
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What Happened to Inflation? - October 2017
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Are Valuations Excessive? - July 2017
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Unemployment, Demographics and Growth - April 2017
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Normalizing Rates - January 2017
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Unintended Consequences - October 2016
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About Brexit - July 2016
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Brazil - The Future is Finally Bright - April 2016
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US High Yield - Recession Precursor or Very Cheap - January 2016
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EM Corporate Bonds - Cheap Again - October 2015
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Corporate Bond Market Liquidity - April 2015
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Back to Normal? - July 2015
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Oil, Deflation, Interest Rates and Global Growth - January 2015
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Ukraine and Russia Update - March 2014
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Emerging Market Debt Outlook - February 2014
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Emerging Markets Outlook — September 2013
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Global High Yield Crash or Correction — June 2013
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Energy Nation — May 2012
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Matters of Sovereign Debt — September 2011
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China and its Companies — July 2011
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Market Outlook 2011 — January 2011
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The Case for Emerging Markets Corporate Debt — January 2011
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Rethinking Sovereign Risk (Part II) — May 2010
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The Case for Credit — March 2010
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Rethinking Sovereign Risk (Part I) — January 2010