Insights
Market Insights Access the market insights, latest views and financial market coverage. Explore more by key topics such as current economic trends, asset classes and regional views. Dig deeper into our thematic reports and browse through our coverage of significant market events.
Sunny Side of Shifting Currents – Global Investment & Economic Outlook 2024
We believe 2024 will be seen as a metamorphic year in our “New Economic Order” exposition. Institutional investors are facing...
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Private Markets Playbook for Uncertain & Inflationary Times – Risks & Opportunities
Private markets are facing challenging times partly due to weaker global economy amid high uncertainty. Risks to the outlook are...
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Going Back to Basics: Global Investment & Economic Outlook 2023
In spite of the turbulence across the global economy, our macro take this cycle is phenomenally different; which is to...
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Private markets update and the economics of public market bubbles. A conversation with Zinqular’s Co – CIOs.
This conversation was conducted on the third week of January 2022 by Emma Nilsson – Zinqular’s head of media and...
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Conclusions – Global Outlook 2022
Authors: Barry Simon Graham (Co-CIO) and Michael Yaw Appiah (Co-CIO) To “excel beyond the new era”, we believe now is...
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Investments Thoughts & Risks for 2022
Authors: Barry Simon Graham (Co-CIO) and Michael Yaw Appiah (Co-CIO) Real / Nominal Rate Risks Worry #1: An Unusual, Unexpected...
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Covid Considerations & Forward Leaning Thematic Predictions
Authors: Barry Simon Graham (Co-CIO) and Michael Yaw Appiah (Co-CIO) For the past 20 months, we experienced something terrible and...
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2022 Core Views – Key Macro Inputs
Authors: Barry Simon Graham (Co-CIO) and Michael Yaw Appiah (Co-CIO) Eurozone & U.S. Interest Rates Most of the global conversation...
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Economic Forecasts (GDP, Inflation & Central Bank Rates)
Authors: Barry Simon Graham (Co-CIO) and Michael Yaw Appiah (Co-CIO) As we show in Exhibit 29, we generally lag the...
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Executive Summary: Excelling Beyond the New Era
Authors: Barry Simon Graham (Co-CIO) and Michael Yaw Appiah (Co-CIO) We believe 2022 will mark a monumental change on the...
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