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.



    Download the PDF booklet

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    The Great Transformation book

    Latest insights

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    Calibrating portfolios in transformative times

    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…

    The Fed

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    The Fed put has expired — time to hedge

    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…

    transformative-times

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    Portfolios need to be ‘ARMMD’ for the future

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

    Meet our experts

    Belal Khan

    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 […]

    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.

    Alexandre spent the last 20 years working in the private banking industry in Paris, Luxembourg and Geneva. Prior to joining GMG, he spent 9 years...

    Alexandre Bourgeot

    Alexandre spent the last 20 years working in the private banking industry in Paris, Luxembourg and Geneva. Prior to joining GMG, he spent 9 years…

    Alexandre spent the last 20 years working in the private banking industry in Paris, Luxembourg and Geneva. Prior to joining GMG, he spent 9 years at HSBC in Switzerland as a Senior Investment Advisor, covering Middle Eastern clients. He specialized in derivatives at HSBC, CA-Indosuez, Julius Baer and Société Générale. Alexandre holds two Master’s degrees in Corporate Finance and Business Administration.

    Marc-Christian has more than 30 years of experience in asset management. He spent 10 years as Investment...

    Marc-Christian Bollet

    Marc-Christian has more than 30 years of experience in asset management. He spent 10 years as Investment…

    Marc-Christian has more than 30 years of experience in institutional asset management. He spent 10 years as Investment Manager at the asset management firm IAM. Previously, he specialized in strategic asset allocation for balanced mandates and managed pension fund mandates at Lombard Odier from 1992 to 2009. He also managed European and Swiss equity mandates there. Marc is a Chartered Financial Analyst and Portfolio Manager (CIIA) as well as a Chartered Market Technician (CMT).

    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...

    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…

    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.

    Before joining GMG, Jacob held the position of CTO at the alternative fixed-income research company AXEOM where he engineered the company’s quantitative...

    Jacob Grapendal

    Before joining GMG, Jacob held the position of CTO at the alternative fixed-income research company AXEOM where he engineered the company’s quantitative…

    Before joining GMG, Jacob held the position of CTO at the alternative fixed-income research company AXEOM where he engineered the company’s quantitative facility. At GMG, Jacob covers projects relating to automatisation, data modelling and IT architecture.

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