Monthly Portfolio Commentary
| January 2010 | Portfolio Commentary |
| December 2009 | Portfolio Commentary |
| November 2009 | Short Supply in the Short Term Market |
| September 2009 | More Than Meets the Eye |
| July 2009 | "Dog Days of Summer" and Supranationals |
| May 2009 | Spring Awakening and Tightened Spreads |
| April 2009 | Finding Value in a Gradually Normalizing World |
| February 2009 | Nationalization: Not Just Banks? |
| January 2009 | New Beginnings, Traditional Values |
| October 2008 | Avoiding Danger, Seizing Opportunity |