高盛：2007年全球金融服务行业投资策略

（70页） 01.10

2007 Outlook Mixed signals heading into 2007.pdf

Common challenges for financials heading into 2007 involve the inverted curve and slower mortgage and consumer lending volumes. The outlook for credit is generally stable, while many companies intend to buffer headwinds with expense control and active capital management

Table of contents
1 Overview: Mixed fundamental outlook heading into 2007
3 Key takeaways by sector
29 Snapshots of presenting companies at the Financial Services CEO Conference
31 ACE Limited
32 Aflac Incorporated
33 The Allstate Corporation
34 American International Group, Inc.
35 Bank of America Corporation
38 BlackRock, Inc.
39 Capital One Financial Corporation
40 Chicago Mercantile Exchange Holdings,
Inc.
41 CIT Group Inc.
42 E*Trade Financial Corporation
43 Franklin Resources, Inc.
44 NYSE Group
45 SLM Corporation
46 SunTrust Banks, Inc.
48 US Bancorp
50 Wachovia Corporation
53 Washington Mutual
54 Wells Fargo & Company
57 Sector valuation tables
65 Disclosures

[此贴子已经被作者于2007-1-12 13:14:23编辑过]