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Featured Market Commentary


	Investment Outlook By Bill Gross, March 2010
	Can you get out of a debt crisis by piling on another layer of debt?

	Global Central Bank Focus By Paul McCulley and Tomoya Masanao, January 2010
	The Bank of Japan needs to credibly commit to not exiting reflationary policies, even as other central banks proceed along that course.

	Emerging Markets Watch By Michael Gomez, December 2009
	High levels of country and credit differentiation will be critical in managing emerging markets assets successfully.

Global Markets

	US Credit Perspectives By Mark Kiesel, January 2010
	Select corporate bonds should outperform Treasuries in 2010 due to improving credit fundamentals and strongly supportive credit market technicals.

	Asian Perspectives By Koyo Ozeki, December 2009
	Given China’s potential growth, its real estate market has plenty of room for enlargement over the long term, which stands in clear contrast to Japan’s real estate bubble.

	European Perspectives By Andrew Bosomworth, October 2009
	Regaining international competitiveness requires a lot of wage restraint, fiscal austerity and time.

	Global Perspectives By Richard Clarida, October 2009
	Because of its “exorbitant privilege” as the provider of the global reserve currency, the US tends to reap a capital gain when the dollar depreciates.

Viewpoints

	Evolving Investment Solutions Confront the Challenges of the New Normal
	Careful portfolio analysis can show investors where they are exposed to various risks.

	How to Handle the Sovereign Debt Explosion By Mohamed El-Erian
	We should all be paying attention to the deterioration in the public finances of many advanced economies.

	The Brazilian Economy and Investment Opportunities By Brigitte Posch
	Brazil is one of the world’s most attractive markets for yields.

	Sovereign Credit Risk Is the Risk Factor Du Jour By Tony Crescenzi
	In 2010 signs of discomfort with sovereign debt are surfacing.

	Political Hot Air Leaves Greece Blowing in the Wind By Andrew Balls
	Finding the balance between Greece’s fiscal adjustment and external support that goes beyond words is unlikely to be a smooth process.

	Rough Commute: Riding the LIRR with Cash and Short Duration Investors in 2010 By Jerome Schneider and Paul Reisz
	A flexible, yet customised strategy may preserve capital while also maintaining liquidity and earning a competitive return.

	Fear Not the Falling Dollar! By Scott Mather
	A gradually weakening dollar may help heal the US economy, stimulate US job creation and help reverse the build-up of global imbalances.

	PIMCO Expands Investment Solutions, Names Equity Managers and Head of New Investment Initiatives


	Diversified Investment Solutions for the New Normal By Mike J. Trovato, CFA
	Investors need a longer-term strategy for the challenging years to come.

	Fed’s Exit Best as Process, Not Event By Tony Crescenzi
	Attention is turning toward how and when central bankers will begin to remove the massive amount of financial liquidity they have injected into the world’s financial system.

	Uncertain Markets Call for Flexible Investment Strategies
	An “untethered” approach to investment should provide the agility to shift across sectors tactically and strategically.

	How to Fill the Gaps Left by Dollar Decline
	The dollar is part of a bigger picture that concerns the evolving role of the US as the sole provider of a range of global public goods.

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