GR-NEAM Reflections: Investing With Leviathan

The monthly publication written by John Gilbert, CIO, GR-NEAM (General Re-New England Asset Management).

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Summary: The scale and complexity of governments' responses to the financial crisis is very large. While it is early to tell, it may increase the role of policy anticipation in investment analysis. Participants in the Chinese stock market have behaved that way all along.

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Link to past issues: HERE

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