VOLUME 14 ISSUE 31   Monday, August 4, 2008

Compliments of ING Investment Management   

Contents
The Best House on a Bad Street: A Small Cap Perspective
How Much is that CDO in the Window?
Settling Down to Patience and Tough Love

ING Small-Cap Equity

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Previous issues...
2008 | 30: Market Floor; Financials vs. Commodities
July 25, 2008
Vol. 14 Issue 30
2008 | 29: Who's Bailout Is It Anyway?; Interest Rate Movements
July 21, 2008
Vol. 14 Issue 29
2008 | 28: China Export Growth; Stock Market at Bottom?; Economic Tribulations Converge
July 14, 2008
Vol. 14 Issue 28
2008 | 27: Global Outlook Lacks Confidence; Domestic Outlook Lacks Confidence;
July 7, 2008
Vol. 14 Issue 27

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Save the Date: Small-Cap Equity Webcast: Could Small Be the Next Big thing?

ING Investment Management invites you to join Steve Salopek, Head of Small-Cap Equity, for a detailed discussion into his unique small cap management strategy, which has recently reached a three-year return history...


 
The Best House on a Bad Street: A Small Cap Perspective
Jennifer George and James Hasso

Banking is a good business when done right. Beneath today’s lurid headlines many smaller banks are doing business the old fashioned way: by drawing upon local deposits to fund carefully underwritten loans to well-known customers. Such banks are good candidates for inclusion in our small cap portfolios.
[FULL STORY]
 
How Much is that CDO in the Window?
Craig Allen, Senior Communications Writer

An aggressive housecleaning of impaired assets by Merrill Lynch is the latest exercise by a financial firm in getting its balance sheet in order and restoring confidence in its business model. Other such efforts – more are sure to come – and the Fannie and Freddie rescue indicate that the workout of the U.S. financial sector is well underway.
[FULL STORY]
 
Settling Down to Patience and Tough Love
Jim Griffin, Economic Advisor

Many systemic uncertainties that have loomed over the markets are cleared up by the new law authorizing Treasury to back-stop the GSEs, if necessary. A concern that has yet to be fully discounted is the likely nature of the forward economy: a long slow convalescence may be the best possible sequel to a historic growth boom.
[FULL STORY]
 

 
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Published by ING Investment Management
Copyright © 2008 ING Investment Management. All rights reserved.
 The commentaries on the financial markets contained in this publication are based on information that is thought to be reliable. They are not meant as investment advice.

Data visualization: David M. White and Kim Jensen

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