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

The Great Transformation book

Latest insights

NATO 2.0

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NATO 2.0 is disrupting markets worldwide, Eurozone investors should take note

The NATO Summit has concluded with one of the most extraordinary and divisive geopolitical developments in recent history…

central banks

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Central banks are likely to kill prosperity, not inflation

After completely getting the inflation forecast wrong, central banks are now apparently fully confident in getting it back down…

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The pursuit of lasting prosperity

In ancient and modern times, inflation has remained one of the policymakers’ most undesirable economic problems. Once entrenched, inflation can have broad negative…

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.

Marc-currat

Marc Currat

Prior to joining GMG, Marc spent 10 years as portfolio manager for global emerging market equities at Deutsche Bank’s DWS. He gained extensive experience across regional teams in Europe and Asia where he held several roles, including a lead responsibility for institutional mandates, the co-management of flagship funds and ESG integration. Marc was also responsible for quantamental strategies and Southeast Asia research with a focus on thematics. His work contributed to broadening the scope of institutional coverage within the Asia-Pacific region.

Previously, he served as an equities and quant analyst at Surperformance SAS. Prior to that he was auditor advisor at Currat & Associes SA. Marc holds a BSc in Management from CIBU – California International Business University and MBA in Finance from International School of Management & St. John’s University.

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.

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