The Great Transformation
Investing for 2022 and beyond
We believe that the coming years will be host to a transformation unlike anything witnessed in recent history. We’ve identified four major forces transforming the financial markets and investment landscape, and our world more generally.
How are we investing when diverse policy responses to COVID-19 and geopolitical developments continue to affect markets globally? When business cycles are moving at different speeds? When debt is at historic levels?
The Great Transformation: Investing for 2022 and beyond addresses these questions and more.
Access the PDF booklet
Latest insights
·
This morning the Swiss National Bank (SNB) further tightened monetary policy by moving the policy rate by 50bp from 1.00% to 1.50%.
·
The US Federal Reserve Bank Federal Open Market Committee will announce its monetary policy decision today at 7 pm CET.
·
Regarding recent events in the Swiss banking sector, the support structures put in place are constructive and should prevent a crisis of confidence.
Meet our experts
Belal Khan
Belal joined GMG as Chief Investment Officer in 2021. Prior to this, he spent 15 years at HSBC Private Bank Switzerland, where he held several positions including CIO (2016–2021), responsible for helping formulate the global macroeconomic outlook, tactical asset allocation positioning, investment strategies and investment themes across asset classes. Belal's expertise and extensive work experience in foreign exchange sales and commodities have taken him to many leading banks, such as Merrill (formerly Merrill Lynch Investment Bank), Royal Bank of Canada, and Bank of Tokyo, among others.
François Botta
Prior to joining the group, François worked as a private banker for Coutts and Co Suisse, covering the UK market and then for Union Bancaire Privée. He holds a CFA and a Master in Business Administration from the Ecole des Dirigeants et Créateurs d’Entreprises in Paris. He speaks French and English.
Marc Currat
Prior to joining GMG, Marc spent 10 years as a portfolio manager for global emerging market equities at Deutsche Bank's DWS. He held several roles in Europe and Asia, including lead responsibility for institutional mandates, the co-management of flagship funds, and the development of quantamental strategies. Marc contributed to broadening the scope of institutional coverage and was also responsible for research with a specialized focus on Southeast Asia and thematics. Previously, he served as an equities and quant analyst at Surperformance SAS. Prior to that, he was an auditor advisor at Currat& Associes SA. Marc holds a BSc in Management from CIBU – California International Business University and an MBA in Finance from International School of Management & St. John’s University.