- November 2008
- Witness To History: 25 Years of Payden & Rygel and the Evolution of the Global Financial Markets
- The First Steps Toward Crisis Resolution
- Swimming the English Channel and the Art of Investment Management
- A Contrarian View: The Credit Crisis as an Opportunity
- July 2008
- Going for Gold: China and the Olympics
- Global Inflation Fears:
Avoiding Past Mistakes
- Profiling the European Consumer: Differences
between East and West
- Sitting on a Mountain of Cash: Corporate
Liquidity and the US Economy
- April 2008
- Two Sides of the Same Coin: Winners and Losers from the Dollar’s Decline
- Food Prices On the Rise: From the Trading Pits to the Supermarket
- The Silver Tsunami: The Retirement of the Baby Boom Generation
- Breaking the Vicious Cycle: Working Our Way Out of the US Subprime Crisis
- January 2008
- The Failure of the Ratings Agencies: Are There Market-Based Alternatives?
- Commodity Prices: Bubble or Long-Term Bull Market?
- US Subprime: Europe's Problem Too
- Socially-Conscious Investing: Is it Possible to be Ethical and
Profitable?
- October 2007
- Rebuilding America: Infrastructure Spending and the
Economy
- Macau: The New Global Leader in Gaming
- Emerging Market Stocks:
The IBMs, Exxons and AT&Ts of Tomorrow
- The Lure of Luxury:
Catering to the Consumer
- July 2007
- The Convergence of Civilizations
- Rise of the Skyscraper
- The Chinese Consumer: Myths and Reality
- Ethanol: A Corny Idea?
- April 2007
- The European Union Celebrates 50 Years Together
- REITs 101: Understanding Real Estate Investment Trusts
- Difficult Times in Subprime Lending
- Buying a Home: The US vs. the UK
- January 2007
- The $1 Trillion Dollar Question: How Will China Allocate Its
FX Reserves?
- Can Asia Transition to Consumer-Driven Growth?
- A New Look At Stocks and Inflation
- Without a TRACE: Greater Transparency in the Corporate Bond
Market
October 2006
- Ben Bernanke’s Freshman Year at the Fed
- West Meets East: A Research Trip to Romania
- Equity Risk Management: Part II
- Latin America Goes to the Polls
- July 2006
- When Home Sweet Home Turns Sour
- Japan: Land of the Rising Sun on the Rise Again
- Equity Risk Management
- Pension Reform in Europe: No Easy Way Out
- April 2006
- The Next Frontier in Emerging Markets
- US Pension Reform and Investor Behavior
- Oil and the Search for Greener Alternatives
- Reflections on the Yield Curve
- January 2006
- The Nobel (Memorial) Prize in Economics
- The Wireless Revolution
- Stock Markets in Eastern Europe
- 2005 Year in Review
- October 2005
- Picking Up the Pieces
- Emerging Markets—A Maturing Asset Class
- Global Central Banks: Different Strokes for Different Folks
- Another Pop Quiz
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- July 2005
- Is the Bond Back?
- Biggest Pension Default in U.S. History—What’s Next?
- Europe: Divided We Stand
- Pop Quiz
April 2005
- The World’s Most Expensive Cities
- Resolving the Conundrum of Low Interest Rates
- Defined Benefit Plan Crisis or Turning Point?
- The End of the Greenspan Era
- January 2005
- China Moves toward the Market
- A Lesson in Bond-Trader Lingo
- Hedge Funds–Show Me the Returns!
- Eastern Europe: A Land of Opportunity
- October 2004
- Global Housing Markets: There Is a Raging Fire out There
- A Turning Point in European Labor Markets
- What Distinguishes the CFA Charter Holder from the Crowd?
- July 2004
- If Inflation Is So Low, Why Is Everything So Expensive?
- Portfolio Performance in Periods of Rising Interest Rates
- Securitized Markets in the United States and Europe
- April 2004
- Jobs—Of the People, for the People, by the People. .
. But Which People?
- Is the U.S. Dollar in Crisis?
- Economics and Health Care
- Inflation Protection: The Science, the Art and the Hype
- January 2004
- A Portfolio Manager’s Thoughts on Sportsmanship
- Market Lenses That Influence Investment Decisions
- Rethinking Emerging-Market Bonds
- October 2003
- Commemorating 20 Years
- Two Decades of Extraordinary Financial Innovation
- A Historical Perspective, 1983–2003
- The Business of Finance—Yesterday and Today
- A Stroll Down Memory Lane
- July 2003
- What's in a Name?
- Rip Van Winkle and the Dollar
- High- and Higher-Yield Bonds
- Social Security: When Will the Music Stop?
- April 2003
- The Gravity of Falling Prices
- The State of American States
- Great Financial Architecture
- A New Topography for High Yield Bonds
- January 2003
- Russia Redux
- Corporate Credit: The Anatomy of Change
- Foundations Weather a Weak Economy
- Real Estate: Behind the Headlines
- October 2002
- Risky Business
- Amanda's Hidden Assets
- Refinance Revolution
- Defense Spending on the March
- July 2002
- Can My Pension Plan Earn Over 8%?
- Deficit Spending Déjà Vu
- Name That Economist
- Benchmark Fallout
- April 2002
- Is There Enough Gold in Them Thar Deserts?
- Corporate Credit and "Accounting Risk"
- The Value of Intellectual Property
- TIPS —Five Years Later
- January 2002
- A Brief Time in History
- "Goldilocks" and the Fiscal Stimulus Package
- U.S. Savings Bonds as Patriotic Investments
- A Tale of Two Markets: Stocks and Bonds
- October 2001
- A Spirit of Cooperation
- Does the Savings Rate Matter?
- Housing Strength in a Slowing Economy
- Emerging-market bonds in Light of the Argentina Crisis
- July 2001
- Tax Reform and Its Investment Implications
- Japan—Nearing the Road to Reform
- Logistics: The New Face of the Transportation Industry
- The Swap Curve—An Alternative Benchmark?
- April 2001
- Sifting through the Tech Wreck for Opportunities
- Asset Allocation—Time to Revisit?
- Beyond the Rating: The Importance of Credit Research
- The Electricity Crisis—A National Problem
- January 2001
- Facing Fear in the Corporate Bond Market
- What Is the Dividend Discount Model Telling Us about Stock Prices?
- North America's Economic Union
- Finding a Fair Price
- October 2000
- Productivity: Why It's Important
- The Impact of Out-of-Index Sectors on Bond Portfolios
- Stock Market Evolution and Implications for Equity Portfolios
- A Firsthand Look at Competing in the Olympic Trials
- July 2000
- To Tax, or Not to Tax – The Dot-com Drama Unfolds
- The Transition from Communism to Capitalism in Russia, Poland,
and Hungary
- Fannie Mae and Freddie Mac: Too Big for Their Own Good?
- Stock Selection is King
- April 2000
- The U.S. Budget Surplus and Its Implications for the Bond Market
- The “.com” Economy – What Is It Really Worth?
- The Subordinated ABS Market – Is a BBB-Rating Really a
BBB?
- Municipals Appear Attractive: What to Know Before You Buy
- December 1999
- European Investment Opportunities: What¡¯s All the Excitement About?
- Alpha Transport (Master of All Trades, Master of One)
- As European Monetary Union Celebrates Its First Birthday...Success or Failure?
- Trading Places
- September 1999
- Day Trading: The More Things Change, the More They Stay the
Same
- Investment Quiz
- The Ever-Evolving World of Asset-Backed Securities
- New Themes for a New Millennium
- July 1999
- The Fed, Emerging Markets Bonds, and World Financial Stability
- The New Euroland Capital Markets
- Using the Volatility of Relative Performance to Evaluate Manager
Performance
- April 1999
- After Euro ¡ª Another Wave of Opportunities in Europe
- How Much Do Factors Other than Economic Fundamentals Matter
to Interest Rates?
- Commercial Mortgage-Backed Securities (CMBS)
- Emerging Markets — Security Analysis Counts
- January 1999
- The Stock Market In the Next Decade
- New Perspectives in Measuring Sovereign Risk in Emerging Markets?
- Global Prospects for 1999
- Japan - Rashomon Revisited?
- The Tobacco Settlement - What Does It Mean For States?
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