Topics covered: Stronger agent recruitment, Stocks to worry about, Stock recommendations, Risky invested asset classes, Retirement products and long-term care, Regulatory outlook, Pension Protection Act of 2006, Organic cash flows, Net pressure on investment income, Management changes and performance, M&A Activity, Investor interest, International operations, Impact of wide credit spreads, Expanded markets
Topics covered: Struggling with credit issues, Sector-neutral approach, Reduction of risk, non-directional hedge funds, Maintaining above average returns, Low volatility, Long-term equities investment, Large cap value stocks, Laddered bonds, Investment opportunities created through change, External managers, Defensive investment approach, Customized asset portfolios, Alternative investment strategies
Topics covered: Viable franchises, Unemployment, The funding side, The credit side, Substantial declines in share prices, Student lenders, Stocks priced in a recession, Stabilization in delinquency rates, Raising fees and rates, Increasing charge-off rates in 2008, Housing sales pick up, Gradual recovery, Debt recovery companies, Credit risk, Credit deterioration, Credit card companies, Consumer and commercial finance lenders, Consolidation to increase in the sector, Compressed valuations, Companies have adjusted underwriting standards, Cautious investors, Auto finance companies
Topics covered: Weakness in the equipment market, The memory space, Solar and flat panel displays, Slowdown in memory cap ex spending, R&D spending, Positive signs from Intel, Positive cash flow, Outsourcing to foundries, NAND flash spending, Margin expansion, Major chipmakers, Factory utilization rates, Equipment makers are driving shifts in pricing power, DRAM pricing has started to stabilize, DRAM manufacturing, Declining cycle times, Decline in spending, Capital spending plans, Better profitability levels
Topics covered: Strong cash flow generation, Strong brand names, Strong balance sheets, Reduce exposure to debt, Quality management, Prospects for 2008, Professional fund management, Opportunities in Southeast Asia, November election, More investment in South America, High returns on assets, GARP investment strategies, Europe as a source of funds, Dominant companies, Diversification, Distributions, Current income, Credit market disarray, Barriers to entry, Avoiding complexity
