Date Title Notes

12-Oct-21 CMO - Approving Fiscal Boosters

2-Aug-21 CMO - The Pressure’s on Emerging Market Central Banks see page 4
12-Apr-21 CMO - American Exceptionalism, With a Caveat see page 6
16-Feb-21 CMO - Diverging Paths in Europe see page 6
7-Dec-20 CMO - A Look at International Markets see page 4
9-Nov-20 CMO - China’s Fifth Plenum Quality, Self-Reliance, Leadership see page 6
20-Jul-20 CMO - Rocks & Buoys Potential Second-Half Catalysts see page 4
27-Jan-20 CMO - At a Golden Crossroads see page 6
23-Sep-19 CMO - Fiscal to the Rescue? see page 3
1-Jul-19 CMO - A Golden Diversifier see page 7
22-Apr-19 CMO - The Pros and Cons of SOEs see page 6
18-Mar-19 CMO - Policing the Future see page 5
11-Feb-19 CMO - Mid-season Snapshot Earnings Strugg... see page 5
13-Aug-18 CMO - Us Midterms a Guardrail of Sorts see page 5
26-Sep-17 CIO Weekly Letter - Golden Diversity
1-May-17 CIO Monthly Letter - Market Disconnects Real or a Head Fake?
11-Apr-17 CMO - Is It Three or is It Two see page 2
7-Mar-17 CIO Weekly Letter - R(e)nergized (M)arkets
27-Sep-16 CIO Weekly Letter - Anxiety Amid Monetary Policy Uncertainty
31-Aug-16 A Tranforming World - Follow the New Leader
2-Aug-16 CIO Weekly Letter - Themes Are in the Eye of the Beholder