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.

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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.

24 Jul 2020

ANALYSIS

Is Europe a buy?

A very interesting chart from Bloomberg shows that Facebook has a higher market cap than the entire Italian market. Is this realistic? The answer is yes. On the one...

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21 Jul 2020

ANALYSIS

Be careful what you pay for

There is a quite roll over happening over the past several weeks that we have not seen for a while. That is, money moving out of the technology sector and rolling over...

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17 Jul 2020

ANALYSIS

Dollar on the retreat

The dollar has been going lower and the Euro has been grinding higher. This is good news for dollar funding, US corporate earnings, and for global equity markets.

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13 Jul 2020

ANALYSIS

Market prospects? Binary outcome

With COVID19 still in our lives, it’s hard to make any kind of prediction until the problem ends or becomes insignificant. But even if the problem ends, it might be a...

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10 Jul 2020

ANALYSIS

Markets do not represent the real economy anymore

One of the reasons why investors are puzzled and confused by the current rally, is because the real economy is mostly not represented in the main indices. The main...

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06 Jul 2020

ANALYSIS

Fewer COVID-19 deaths and a lower dollar lift sentiment

Fewer people dying from COVID19 even as infections continue to rise, is giving markets hope that the pandemic will soon be behind us. Also contributing to the risk on environment is a lower dollar,...

minutes 2minutes read Read more more

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