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December 2011

Discover CEO David Nelms Reinvents His Credit Card Firm

After going public in late 2007, Discover Financial Services barely pulled through the financial crisis. But under Nelms’s leadership, the sixth-largest U.S. credit card issuer has thrived by diversifying into other banking products and acquiring new card networks.

CEO Interview: Experian's Don Robert

Under its CEO, credit reporting company Experian has grown and diversified.

AOL Tacks Away From Starboard

Fund run by Ramius is unlikely to back off on changes it seeks at the former Internet juggernaut, judging from the fund’s activist track record at 30 other companies.

Five Questions: Catherine Keating on Investing in a Volatile Market

J.P. Morgan’s CEO of United States institutional asset management recommends constructing a portfolio that capitalizes on today’s market turmoil.

More Fuel for the 99 Percent’s Ire

While a new study shows corporate CEO pay advanced nicely last year, the hedge fund crowd is an even juicier target for populist rage.

BlackRock Is Remaking the Capital Markets

With $3.3 trillion in assets under management, the world’s largest asset manager is redefining the relationship among asset managers, Wall Street and companies seeking capital.

A Scandal Like Olympus Can Happen in the U.S.

The unfolding scandal at Olympus is not just a problem for Japan; it has relevance for corporate governance in the U.S. and worldwide.

On Hold: Shanghai’s International Listings

The last wrinkles have been ironed out, but experts say it could still be another five years before foreign companies will be able to list their shares on the Shanghai exchange.

Zynga $1B IPO: Where’s the Facebook Bump?

Investors still value Facebook connection.

HP, Goldman Latest Companies to See Shareholders Demand Proxy Access to Board

The proliferation of shareholder-generated proposals may lead to hodge-podge of requirements for ability to nominate board members, proxy consulting firm warns.

Microsoft Is Not as Boring as it Appears

Powered by its recent alliance with Nokia and new Windows operating system, software giant Microsoft is poised to see its stock rise after a decade of moving sideways.

Euro’s Latest Low a Sign of Fresh Investor Doubt

Euro’s decline in value to lowest point since January reflects poor returns and persistent fears of sovereign defaults.

Overfunding Should Be Allowed on Corporate Pensions: Milliman

John Erhardt, of actuarial firm Milliman, Inc., makes the case for allowing pension sponsors to overfund their plans without incurring a penalty.

Euro Woe Spurs Revival in Sterling-Denominated Corporate Bonds

Corporate issuance in the U.K. currency is up 46 percent this year as the pound is seen as a relative oasis in the euro desert.

Investor's Doubt Icahn's Latest Deals

Carl Icahn has taken position in three new companies lately. Each, in classic Icahn style, have become the subject of possible deals. And each has seen major share sell-offs by much more than the broader market.

Taming the Wild West 403(b) Market

The $749 billion 403(b) retirement plan market has long been seen as a Wild West of multiple vendors and weak sponsor oversight. But there’s been a tightening up of late.

November 2011

Institutional Investors Bottom Feeding on Financials

Institutional investors have been bottom-feeding the broad financials, according to our analysis of the 15 stocks most overweight in their portfolios at the end of the third quarter.

RESEARCH & RANKINGS

All-America Research Team Rising Stars

New analysts who are already gaining notice in our Rising Stars of Wall Street Research.

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