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Marketing Commentary

Equity

Sep 01:

Europe: Full-Throated Summer Time Blues - by Martin Jansen, Senior Portfolio Manager

Aug 25:

Daylight at the End of the Tunnel? Or an Oncoming Train? - by Bob Kloss and Steve Rayner, Financial Services team

Fixed

Sep 01:

Do Corporate Bonds Have a Place in a Long Duration Portfolio? - by Pierre Couture, A.S.A., E.A., M.A.A.A., Senior Actuary

Aug:

F.I.R.S.T.: - What’s in a Name? Recession? - by Rick Kilbride, Head of Fixed Income for Managed Accounts

Economic

Aug 25:

Economic Redemption and A Grand Unified Theory of Everything - by Jim Griffin, Economic Advisor

Asset Allocation

August Asset Allocation Views - by Brian Gendreau, PhD., Investment Strategist

Executive Summary

Aug:

Market Review: Earnings Matter after All - by Brian Gendreau, PhD., Investment Strategist

Structures & Solutions

Jul 21:

Interest Rates: Are They Headed Higher? Or Lower? - by Pierre Couture, A.S.A., E.A., M.A.A.A., Vice President and Senior Actuary

Spotlight

	Fixed Income Update
Marking the one year anniversary of the credit crunch, James B. Kauffmann, Head of Fixed Income, suggests that even though fixed income security prices have significantly declined and yield spreads are at wide levels, now might not be the time to sell. More