INSIGHTS

We deliver Exclusive Insights through research and expertise. Timely financial market commentary is provided by our in-house analyst team.

We provide pre and post event analysis across all major markets. We can offer bespoke analysis of a particular market or asset, always remaining current and factual.

Avatar photo
George Kessarios

Chief Economist & Fund Manager

George Kessarios serves as the Chief Economist of Exclusive Capital group, providing analysis and insight of market conditions for the company’s clients and brokerage division. He also manages the Exclusive Capital Small Cap fund, which specializes in undervalued and miss-priced companies around the world.

01 Sep 2022

ANALYSIS

Increased probability of a global recession

At the economic policy symposium at Jackson Hole Wyoming, Fed chairman Jerome Powell once more repeated that his number one goal was to bring inflation to about 2%. But...

minutes 4 minutes read Read more more

24 Aug 2022

ANALYSIS

Be careful what you wish for

A recent key finding from a survey by consulting firm PWC, which polled 700 US executives and board members across of range of industries, was that about 50% of...

minutes 4 minutes read Read more more

23 Aug 2022

ANALYSIS

Disturbing trends

As the chart below shows, nonfarm labor productivity in the US has been drifting downwards for the past 2 years. In fact, the 2.5% Y/Y decline in labor productivity is the largest decline in the...

minutes 4 minutes read Read more more

16 Aug 2022

ANALYSIS

June CPI report was bullish

June’s CPI print last Wednesday came in at 8.5% Y/Y, slightly shy of 8.7% estimated by economists. Markets were excited by the report and rallied. In fact, I think the...

minutes 3 minutes read Read more more

05 Aug 2022

ANALYSIS

Politics and supply chains

While markets in the short term rarely respond to politics, nevertheless politics do affect markets and economies long term

minutes 3 minutes read Read more more

03 Aug 2022

ANALYSIS

Market participants have no recession playbook

As most economists and analysts expected, the US economy shrank in the most recent quarter

minutes 3minutes read Read more more

CONNECT WITH OUR TEAM

Explore the ways in which we can help you achieve your investment goals.

OUR PARTNERS
bdo

EXTERNAL AUDITOR

ey

LEGAL ADVISOR

lgt

CUSTODIAN BANK

efg

APPROVED PARTNER

Raiffeisen

DEPOSITORY BANK

Prime Fund

GROUP MEMBER

c