Topics covered: The risks, The credit markets, The balance sheet flexibility, Technology, Responsibility, Oil prices, New investment ideas, Intellectual property, Historical norms, Global Investing, Earnings predictability, Deflationary environment, Capital allocation
Topics covered: Variable annuity business outlook, Treasury loan to AIG, Trader's market and pair trades, Stock recommendations, Regulatory outlook, Raising capital, Poor equity markets, Mergers and acquisition activity, Market Volatility, Management quality, Investor interest, Increase in claims, Impact of the credit crisis, Hoarding cash resources, Exposure to subprime and derivatives, Disability insurance, Default risk, Cutting expenses, Credit ratings, Access to TARP funds
Topics covered: Volatility, The company's quality, Strong compound earnings growth, Straight pass-throughs, Non-US equity portfolios, New products, Liquidity, Good technology, Credit analysis, Collateralized mortgage obligations
Topics covered: The supply and demand imbalances, The foreign markets, The current economic crisis, Solid balance sheets, Inflationary environment, Government and corporate bonds, Good growth prospects, Gold exploration, Foreign currencies, Commodity prices, Buying opportunities, Bear market strategies
Topics covered: The Mexican market, The housing market, The domestic demand, The credit and financial crisis, The Chinese banking system, Tax revenues, Interest rate risk, High quality stocks, Frontier markets, Credit Availability, Commodity prices, Attractive investment opportunities, Asset Allocation
