GMG Insights

Get the information that matters, all in one place.

Our Insights center offers you high-quality analysis directly from our Private Wealth Management Team and Chief Investment Officer, Belal Mohammed Khan. From the macroeconomic view to the individual investment level, our insights offer a holistic opinion supported by best-in-class market data.

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    Cosmic Complex
    The investment landscape is increasing in complexity

    The subject of growing complexity in the investment landscape has been a frequent topic in our monthly…

    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. 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

    Reflation Convictions 25 August 2021 Market Insight by Belal Mohammed Khan When the consensus is wrong, markets tend to sharply adjust. Higher inflation is here […]

    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 25% above today’s levels, international…

    The risk of rising interest rates

     While current market expectations for US inflation are around 2%, several factors point…

    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…