Part B: Central Themes & Strategy Asset Allocations – Outlook 2025
Authors: Barry Simon Graham (Group Co-CIO) and Michael Yaw Appiah (Group Co-CIO) This is Part B of our Investment Outlook...
Thriving Amid Change: Tapping The Strength of Upward Ocean Currents – Outlook 2025
Authors: Barry Simon Graham (Group Co-CIO) and Michael Yaw Appiah (Group Co-CIO) For a few years now, we have asserted...
Central Themes & Strategy Asset Allocations – Global Investment Outlook 2024
This is Part B of our Outlook 2024 series. In Part B of our latest macro insights, we dig deeper...
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...
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...
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...
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...
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...
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...
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...