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The Great Health Care Debate of 2009 Heads into 2010
Joan M. Dillon, Senior Health Care Analyst
Starting with the presidential election last fall, the Democratic leadership has made health care reform and providing coverage to the 48 million uninsured Americans their top domestic priority.
[FULL STORY]
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The Equity Recovery: The “Dismal Science” of Economic Forecasting and the Pattern of Global Equity Returns
Martin Jansen, Senior Portfolio Manager
As measured by the MSCI AC World Index, global markets have returned 29% so far this year and 70% since the global market trough on March 9. As markets tend to lead the real economy, typically by around six months, and we are now almost eight months from the market lows, it is an interesting exercise to compare the change in forecasts for major developed and emerging markets with the equity market returns in this timeframe.
[FULL STORY]
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Weekly Commentary and Statistics
The Weekly Commentary and Statistics section compiles the most important economic and market signs and signals from the past seven days.
[FULL STORY]
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ING Contact Information
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Our mission is to find unrecognized value ahead of consensus. Through its global resources, proprietary research, analysis, and risk management, ING Investment Management offers a wide variety of strategies, investment vehicles, and advisory services in all major asset classes and investment styles.
ING is committed to conducting its business responsibly
ING Investment Management has $212 billion in total assets under management (as of 9/30/2009).
For more information about our investment strategies, please contact Erica Evans, Senior Vice President and Head of Institutional and Sales and Service, at 212-309-6552.
For reprint permissions, contact Steven Easton, Compliance Department, 860-275-2110.
Consultants should direct inquiries to Len Oremland, Senior Vice President and Head of Consultant Relations, 860-275-3693.
General questions concerning this newsletter should be sent to David White, Publishing Manager, 860-275-2056.
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Published by
Copyright © 2009 ING Investment Management. All rights reserved.
This report does not make any recommendation about your investments, and this information should not be considered investment advice. Any opinions expressed herein reflect our judgment at this date and are subject to change. Certain of the statements contained herein are statements of future expectations and other forward-looking statements that are based on management's current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Actual results, performance or events may differ materially from those in such statements due to, without limitation, (1) general economic conditions, (2) performance of financial markets, (3) interest rate levels and (4) increasing levels of loan defaults (5) general competitive factors (6) changes in laws and regulations (7) changes in the policies of governments and/or regulatory authorities. ING Investment Management assumes no obligation to update any forward-looking information contained in this document. Past performance is not indicative of future results.
This material may not be reproduced in whole or in part in any form whatsoever without the prior written permission of ING Investment Management. To obtain permission, contact stephen.easton@inginvestment.com or 860-275-2110. For all other inquiries contact David White, Publishing Manager, david.white@inginvestment.com or 860-275-2056.
Data visualization: David M. White and Kim Jensen
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