GMG Insights

Obtenez les informations qui comptent, en un seul endroit.

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.

Pour recevoir des notifications sur les nouvelles analyses, inscrivez-vous ci-dessous.

    US Federal Reserve
    Quality will prevail

    Quality companies are likely to prevail in a more challenging economic environment highlighted in the October Beige Book report by the US central bank…

    China-US Relations
    Geopolitical shifts, shifting portfolios

    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…

    Reflation convictions (video)

    In this investment briefing, our CIO Belal Mohammed Khan summarises GMG’s view on relation and the company’s consequent positioning…

    China and Swiss Flags
    Geopolitical shifts towards multipolarity

    Recently, the geopolitical shifts towards multi-polarity have become more pronounced and visible. This is most evident in the US as well as…

    Reflation
    Reflation Convictions

    When the consensus is wrong, markets tend to sharply adjust. Higher inflation is here and here to stay; however, the consensus is that inflation […]

    Jackson Hole
    Uneven Economies, Uneven Markets

    Investor perception of market risk is likely to rise. This will be predominately driven by headline risk concerns emanating from…

    Cybersecurity
    The magnitude of cybercrime

    Data breaches can be expensive. A recent IBM report highlighted that the cost of a data breach in 2020 was standing at $3.86mio…

    The case for Japan

    Startled by arcane corporate accounting and high valuations and spooked by the bubble of the late 80s when the Nikkei 225 topped…

    The risk of rising interest rates

    While current market expectations for US inflation are around 2%, several factors point a higher figure towards the end of the year. The deepening of…

    Time to rebalance?

    The progressive but strong post-pandemic economic rebound led by China towards the end of the year is the key feature of 2021 so far…

    Too big to ignore

    Given the prominence gained by cryptocurrencies recently, we wanted to synthesize the opportunities and risks of investing in this asset class…