Insights
Sharing what matters.
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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Transformative times are what we live through today and for the foreseeable future. Investing and managing portfolios in such an environment requires a much more hands-on…

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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…

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Bifurcation is creating new competing power blocs and altering the existing world economic order. Portfolios ‘ARMMD’…

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Once dubbed ‘transitory’, the Fed’s aggressive action on inflation lacks consideration for supply-side issues…

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The inflation outlook has changed dramatically. It has worsened, but no one knows for how long.

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The recent developments in Ukraine are surprising, alarming, horrific. However near-global solidarity in support of Ukraine has also been a surprise.

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The significance of the recent horrific developments in Eastern Europe is difficult to fathom but easier to do when…

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Before the war broke out in Ukraine, our Investment Committee concluded that global growth would decelerate faster, and that monetary policy tightening expectations…

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Great power blocs are being formed more clearly and overtly with broad and far-reaching implications for investment portfolios.

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Evidence of diverging economies and policies is becoming more apparent. Our four “Ds” concept in our 2022 outlook is materializing as global growth…

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Discover GMG’s investment outlook for 2022, which focuses on four major forces transforming the financial markets, investment landscape and our world more generally.

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In the year 2022 and beyond, we believe that the global economy and global markets will undergo forced…

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

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

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Many variables impact markets and investor behaviour. We find that it is increasingly important to analyse the implication of…

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

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

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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 […]

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

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

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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…

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

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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…

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Given the prominence gained by cryptocurrencies recently, we wanted to synthetize…

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At the beginning of 2020, asset managers looked set to take a bullish view on emerging markets…