Money and Finance
Thanks to Matt for passing this along.
- What You Like A Ceo Of A Portfolio Company To Say (and Hope He's Right)...
From the Zicom Group (ASX: ZGL) Chairman's Address to Shareholders:I am pleased to announce that your Board will henceforth focus on enhancing shareholders’ value. At the end of the financial year just ended, the net asset value per share of...
- A.m. Best Webinar: Asset Management Perspectives (video)
John Gilbert, Chief Investment Officer, GR-NEAM and Hugh McCutcheon, Senior Portfolio Manager, GR-NEAM Limited, lead a one hour examination of the economic outlook for insurance investment managers and related professionals. ...
- Gr-neam Reflections: 10/02/2012 - The Adolescent Centenarian Should Heed Advice From China
This month's piece from John Gilbert was especially good. The Federal Reserve has made the capital markets an instrument of monetary policy with QE3 announced in September. But no consideration is given to the possible consequences of doing so. ....................
- John Mauldin's Outside The Box: The Three Stages Of Delusion - By Dylan Grice
The recent sequence of reassurances from various eurozone policymakers suggests we are in the early, not latter, stages of the euro crisis. Only an Anglo-Saxon style QE will prevent dissolution of the euro. Such a radically un-German solution will only...
- Gr-neam Reflections: Investing With Leviathan
The monthly publication written by John Gilbert, CIO, GR-NEAM (General Re-New England Asset Management).-Summary: The scale and complexity of governments' responses to the financial crisis is very large. While it is early to tell, it may increase...
Money and Finance
GR-NEAM Reflections: 12/01/2011 - Resilience, Insouciance or Denial?
Thanks to Matt for passing this along.
The resilience of risk asset prices is admirable but tentative. The dollar suggests that markets have not yet capitulated.
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John Gilbert also led a webinar for AM Best titled "Asset Management Perspective: Financial Crises - Danger and Opportunity" that can be accessed from HERE.
- What You Like A Ceo Of A Portfolio Company To Say (and Hope He's Right)...
From the Zicom Group (ASX: ZGL) Chairman's Address to Shareholders:I am pleased to announce that your Board will henceforth focus on enhancing shareholders’ value. At the end of the financial year just ended, the net asset value per share of...
- A.m. Best Webinar: Asset Management Perspectives (video)
John Gilbert, Chief Investment Officer, GR-NEAM and Hugh McCutcheon, Senior Portfolio Manager, GR-NEAM Limited, lead a one hour examination of the economic outlook for insurance investment managers and related professionals. ...
- Gr-neam Reflections: 10/02/2012 - The Adolescent Centenarian Should Heed Advice From China
This month's piece from John Gilbert was especially good. The Federal Reserve has made the capital markets an instrument of monetary policy with QE3 announced in September. But no consideration is given to the possible consequences of doing so. ....................
- John Mauldin's Outside The Box: The Three Stages Of Delusion - By Dylan Grice
The recent sequence of reassurances from various eurozone policymakers suggests we are in the early, not latter, stages of the euro crisis. Only an Anglo-Saxon style QE will prevent dissolution of the euro. Such a radically un-German solution will only...
- Gr-neam Reflections: Investing With Leviathan
The monthly publication written by John Gilbert, CIO, GR-NEAM (General Re-New England Asset Management).-Summary: The scale and complexity of governments' responses to the financial crisis is very large. While it is early to tell, it may increase...