Insights
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Notre nouveau centre Insights vous offre des analyses de haute qualité directement de notre équipe de gestion de patrimoine privé et de notre Chief Investment Officer, Belal Mohammed Khan. De la vue macroéconomique au niveau de l’investissement individuel, nos insights offrent une opinion holistique soutenue par les meilleures données du marché.
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The Fed put, the market’s expectation that the central bank will come to the aid of markets has been in place for decades. It’s the concept, belief…
Once dubbed ‘transitory’, the Fed’s aggressive action on inflation lacks consideration for supply-side issues…
Les perspectives d’inflation ont radicalement changé. Elles se sont aggravées, mais personne ne sait encore pour combien de temps.
The recent developments in Ukraine are surprising, alarming, horrific. However near-global solidarity in support of Ukraine has also been a surprise.
The significance of the recent horrific developments in Eastern Europe is difficult to fathom but easier to do when…
Before the war broke out in Ukraine, our Investment Committee concluded that global growth would decelerate faster, and that monetary policy tightening expectations…
In the year 2022 and beyond, we believe that the global economy and global markets will undergo forced…
The subject of growing complexity in the investment landscape has been a frequent topic in our monthly…
Quality companies are likely to prevail in a more challenging economic environment highlighted in the October Beige Book report by the US central bank…
Many variables impact markets and investor behaviour. Unlike economic data and data trends that are easy to understand and interpret, we find that it is increasingly important to analyse the implication of…
In this investment briefing, our CIO Belal Mohammed Khan summarises GMG’s view on relation and the company’s consequent positioning…