GE Asset Management: Institutional Investing



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	As investors we find ourselves in a still-evolving and dynamic investing environment following the events of the past 18 months. But as we look to 2010 and beyond, we can see signs of economic life in an improving global landscape, including a string of encouraging data over the past few months that has sustained the positive run in the markets.



	Brent Jones, SVP and Portfolio Manager, and Ping Zhou, SVP, Managing Director and Portfolio Manager, have written a two-part white paper series on the outlook for Sub-Saharan Africa. The first, titled Africa on the Path to Progress, reviews the overall infrastructure deficiencies in the region, the size and sources of investment flows in recent years and the significant gap between actual and needed finance for infrastructure. Part two of the series, titled The Growing Role of New Infrastructure Financiers in Africa, explores the role of new infrastructure financiers from other developing economies in helping Africa meet its investment needs. Please click here to read Africa on the Path to Progress. Please click here to read The Growing Role of New Infrastructure Financiers in Africa.



	While we are now beginning to see some early signs of economic recovery, U.S. growth is still expected to be slow well into 2010. There has been a flurry of policies, proposed reforms, and fiscal and monetary actions in an attempt to put the economy back on stable ground and quell the financial crisis and deepest recession since the Great Depression. But the questions surrounding whether we have seen the bottom, as well as what type of recovery we actually are in, continue to be debated. In this paper, I will examine the efficacy of the fiscal, monetary and other policies adopted to overcome the crisis, and evaluate the reforms now being proposed to prevent future crises and put the economy back on a sound growth path.



	The global economy is once again expanding, and financial conditions have significantly improved. Led by a resurgent Asia, emerging economies are further ahead on the road to recovery and leading the way out of the global downturn. In our view, emerging markets withstood the financial crisis much better than most investors expected. This has helped to boost inflows and valuations. In this update, we revisit the case for emerging markets and provide our outlook for valuations.

Tactical Asset Allocation Review

	GE Asset Management Market Outlook
	Fed Announcement
	FAQ on Dubai

	GEAM Institutional Quarterly
	Archived Newsletters

	Navigating The Financial Crisis Seeds of Hope in the U.S. Equity Market(.pdf)
	The Financial Crisis Causes,Effects,Policies,Reforms and Investment Strategies(.pdf)
	Global Equity Investing Going Borderless to Identify Investment Opportunities(.pdf)
	In the Spotlight Q&A Risk Management (.pdf)

More White Papers

	2009 Economic Outlook Hope for Recovery(.pdf)
	The Good, the Bad and the Troubled (.pdf)

	GEAM Appoints Chris Adey as Global Consultant Relations Leader (.pdf)
	Transamerica Adds GEI Total Return Fund to Variable Annuity Lineup (.pdf)
	GE Announces Integration of Bank Loan Teams (.pdf)
	Maureen Mitchell Joins GEAM as President of Institutional Sales and Marketing (.pdf)
	Amiel Goldberg Joins GEAM as Chief Risk Officer (.pdf)
	Paul Voute Joins GEAM as Senior Sales Manager for Benelux (.pdf)
	GEI Total Return Fund Added to Pacific Life Variable Annuity Platform (.pdf)
	Michael Zhang Joins GEAM China Equity Team (.pdf)
	Paul Colonna Named to ASF Board (.pdf)
	GEAM Announces Additions to its VA Channel Sales Team (.pdf)
	Dawn Tutje Joins GEAM as Director of Sub-Advisory Sales (.pdf)
	GEAM Expands Mutual Fund Advisor Sales Team (.pdf)
	GEPT Acquires Prime Office Portfolio Near Paris (.pdf)
	More Press Releases

IMPORTANT LEGAL INFORMATION

Please read this information carefully before proceeding.

IMPORTANT NOTICE TO NON-U.S. INVESTORS

The information in this web site regarding the GE Mutual Funds and the GE Separate Account portfolios (collectively the funds and portfolios are referred to herein as the "Funds") managed by GE Asset Management Incorporated, is only directed to U.S. residents/entities as these Funds are only registered to be offered and sold in the U.S.

The information contained in this site pertaining to the above mentioned Funds is not directed at, nor is it intended for distribution to, or use by, persons in any jurisdiction in which the Funds are not authorized for distribution or in which the dissemination of information regarding the Funds is not permitted.

The information or opinions contained herein should not be construed as an offer to sell or the solicitation of an offer to buy any security nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

A more detailed explanation of the restrictions associated with investing in the Funds can be located on the product specific profiles, which can be accessed on this site, or, for the GE Mutual Funds, in the prospectuses.

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