Viewpoint Index

DateTopic
08/2010

"FASB / IASB Convergence - An emerging reality or long road ahead?" by David W. Chellgren, Vice President, Investment Accounting & Reporting

06/2010

"Uncovering Covered Bonds" by Darren K. Getek, Vice President and Trader

05/2010

"REITs Navigate Their Perfect Storm" by Matthew Daly, Director and Research Analyst and David M. Amaral, Director and Trader

05/2010

"Build America Bonds – One Year Later" by Michael R. Gibbons, Director, Head of Credit Trading and Paul Mansour, Director, Head of Municipal Credit Research

04/2010

"Private Placements – Myths, Reality, Opportunity" by Joseph Mayo, Managing Director, Head of Credit Research and John DeMallie, Director, Head of Private Placements

01/2010

"The Art of Seeing Nobody – Inflation, Insurance and Investing in 2010" by Richard L. Sega, FSA, MAAA, Chief Investment Officer and Sean M. Hughes, CFA, Director & Portfolio Manager

12/2009

"Straight Talk about Curves — why asset-liability managers care about term structure" by Richard L. Sega, FSA, MAA, Chief Investment Officer

10/2009

"The Economic Cycle: A Logical Framework for Fixed Income Portfolio Management" by Todd A. Finkelstein, CFA

08/2009"With Apologies to Frank Sinantra, it was a very BAD year..." by Mark Whitford, Vice President
06/2009

Requiem for the Heavyweights by Joseph Mayo, Director, Head of Credit Research

05/2009

New Federal Programs — Welcome to the Acronym Jungle! by Rich Sega,Managing Director & Chief Investment Officer

04/2009

Credit Derivatives and Crisis: Lessons from AIG by Michael J. Mix, CFA, Director and Portfolio Manager, with contributions from Matthew Daly, CFA, Director, Credit Research

02/2009

One of the keys to happiness is a bad memory. by Sergio Benedetti, Director, FSA, MAAA, FCIA, FRM, CFA  

12/2008

Aces 'n Eights - A post-election analysis. Can Mr. Obama play a poor hand well? by Richard L. Sega, Chief Investment Officer and Managing Director

09/2008
  1. Municipal Credit: Trends Down, Ratings Up . . . What Gives by Paul Mansour, Director and Gary Karvelis, CFA, CPA, Director
  2. Leveraged Loans - High Yield with Security by Andrew Brown, CFA, Director and Patrick M. Macary, Director  
06/2008
  1. Inflation Deja vu - Back to the Seventies? by Susan Royles, CFA, Director
  2. TIPS - Time to Revisit by Sean Hughes, CFA, Vice President and Garett Plona, Vice President
03/2008
  1. Sovereign Wealth Funds - Capital Market Stabilizers or Political Tools? by Kevin Antaya, CFA, Vice President
  2. Monoline Financial Guarantors - An industry in flux by Matthew Daly, CFA, Vice President