Hints and tips:
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...Support for the DPS comes from cover remaining >1.2x, a healthy reg. cap surplus of 85p+ p/s, and dividends being a mandatory component of fund manager variable comp....
...They were also considerably less robust, especially in the early stages of the recoveries, which tended to be shallow L-shaped affairs, rather than V-shaped....
...The article references the extraordinary influence GS alums have – the most topical being John Thain, but Rubin, Hank, Duncan et al are all in the mix too....
...Argent Classic Convertible Arbitrage Fund L.P. v....
...They also lag behind those of rival groups such as L'Or?al, Danone, Colgate-Palmolive and Cadbury Schweppes....
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