September 2008 Viewpoint

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Below you can review an index of our most recent Viewpoint articles. To receive a copy of a previously published Viewpoint or to be placed on the mailing list, please email us at monica_mckenzie@conning.com.

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1. Inflation Deja vu - Back to the Seventies? by Susan Royles, CFA, Director
2. TIPS - Time to Revisit by Sean Hughes, CFA, Vice President and Garett Plona, Vice President

1. Sovereign Wealth Funds - Capital Market Stabilizers or Political Tools? by Kevin Antaya, CFA, Vice President
2. Monoline Financial Guarantors - An industry in flux by Matthew Daly, CFA, Vice President

1. Ethanol - "Boom" or "Bust"? by Marcus V. McGregor, Vice President
2. Global Aging's Impact on Investment Management by Scott Hawkins, Insurance Research Analyst

1. Subprimal Fears - What Can We Expect? by Conning's Structured Product Research Group
2. Awash in Liquidity and Searching for Yield by Susan Royles, CFA, Director

1. Convertible Securities, Equity Spice for a Fixed Income Portfolio by David A. Tyson, CFA, Ph.D.
2. Weathering the Perfect Storm, Simultaneous Crises: Capital Markets, Economy, Insurance Cycle by David A. Vining, CFA, Vice President

1. Scenario Analysis in Enterprise Risk Management, A Practical Alternative to Complex Models by Thomas McIntyre, FCAS, MAAA, Director
2. What Returns should investors expect from commodities? by David Laster, Ph.D., Senior Economist, Swiss Re Economic Research & Consulting

1. Credit Derivatives and the Bond Markets: The Tail Wagging the Dog by Jennifer O. Quisenberry, CFA, Vice President
2. De-mystifying Private Placements by Robert Mills, CFA, Senior Vice President

1. Pension Dimensions - Measuring the Changes in Retirement Security by Susan D. Royles, CFA, SVP & Portfolio Manager
2. Mortgage-Backed Securities (MBS) - Relevant Performance Measures for the Long-term Investor by John Murphy, CFA, Vice President

1. High Yield Corporate Bonds - Leveraged Finance or Junk? by Andrew Brown, CFA, Senior Vice President
2. Getting the Most out of Your Investment Benchmark by Stephen M. Sonlin, Managing Director and Daniel J. Mainolfi, Managing Director

1. Altered States - The Odd History of Insurance Regulation in the United States Richard L. Sega, FSA, MAAA, Chief Investment Officer
2. In the Comfort Zone - How Bond Insurers Help to Manage Portfolio Risk by Michael Vogel (contributors, Michael Gibbons and Michael Rogers)