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.

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.

11 May 2022

ANALYSIS

Nowhere to hide (continued)

As expected, and as economists expected, the Fed raised rates by 50 basis points and announced policy pertaining to QT (quantitative tightening).

minutes 5 minutes read Read more more

18 Apr 2022

QUARTERLY OUTLOOK

No place to hide

Analysts, pundits, and Central Bankers are mostly right when it comes to economic issues, growth, and inflation. However, their models do not include a pandemic or war.

minutes 6 minutes read Read more more

12 Jan 2022

ANALYSIS

2022 starting off to the downside

Just 1 week into 2022 and something interesting is happening. The rotation we have been witnessing for some time now has accelerated. While financial sites report a rotation from growth to value, I...

minutes 4 minutes read Read more more

03 Jan 2022

ANALYSIS

2022 forecast

As we ended 2021, the talk of the town was inflation. While Central Banks, especially in the US, think inflation will eventually come down, the new language in...

minutes 6 minutes read Read more more

08 Dec 2021

RESEARCH

Will stock picking ever come back into play?

One of the main characteristics of the current investment environment is the extreme concentration of a meg-cap stocks in ETFs and funds as a result of ETF investing.

minutes 3 minutes read Read more more

26 Nov 2021

ANALYSIS

Why is consumer sentiment falling like a rock?

If one looks at consumer sentiment vs the major US indices over a very long period of time, they will notice that they are correlated. That is until recently. The chart below depicts divergence...

minutes 3minutes read Read more more

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