| Commentaries and Whitepapers |
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| Market Commentaries | | | Quarterly |  | | > Second Quarter, 2012 - Little Things Add Up | | > First Quarter, 2012 - Are the Nightmares Behind Us? | | > Fourth Quarter, 2011 - Shaken, but Still Standing | | > Third Quarter, 2011 - Our Demise is Greatly Exaggerated | | > Second Quarter, 2011 - Getting Back to Even | | > Fourth Quarter, 2010 - Expansion by Natural Causes | | > Third Quarter, 2010 - That Uncertain Feeling Again | | > Second Quarter, 2010 - Behavioral Realities | | > First Quarter, 2010 - Rendezvous With Auld Lang Syne | | > Third Quarter, 2009 - Confounded Expectations | | > Second Quarter, 2009 - A Rising Tide | | > First Quarter, 2009 - What Is Normal? | | > Fourth Quarter, 2008 - Flirting with Zero and All that Jazz | | > Third Quarter, 2008 - What Lies Ahead? | | > Second Quarter, 2008 - The Need for Speed | | > First Quarter, 2008 - Sorting Out Bargains | |
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| | | Topical Investment Insights | | | > July 2011 - Raising the U.S. Debt Ceiling and Fiscal Budget Deficit Debate | | > March 2011 - Effects and Consequences of Japan's Tohoku Earthquake and Tsunami | | > May 2010 - Bold Steps For European Periphery Countries | | > September 2008 - Intersection of Wall Street and Main Street. | | > January 2008 - Unnerving Recent Market Turmoil | |
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| Portfolio Manager Commentaries | | | > May 2011 - U.S. Debt: S&Ps Warning Shot | | > March 2011 - Small Cap Core: Derek Izuel on recent performance | | > November 2010 - The Financial Crisis' Impact on the Barclays U.S. Aggregate Bond Index | |
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| Whitepapers | | | > October 2010 - Basel III: A Summary of Rules and Implications for Financial Services Companies | | > June 2010 - California: The State of Confusion | |
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