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.

03 Nov 2021

ANALYSIS

The transitory inflation argument continued

The chart below comes to us from the IMF. In short, it is depicting the supply chain turmoil around the world and how it is impacting delivery times. A reading above 50...

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14 Oct 2021

ANALYSIS

Don’t judge a market by its major indices

While on the surface it seems that markets are doing just fine, there has been a lot of damage done when looking under the surface of the major indices. To begin with,...

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11 Oct 2021

QUARTERLY OUTLOOK

Equity markets: Climbing the wall of recovery worry

The biggest enigma over the next several quarters and, and perhaps years, will be inflation. In fact, weather we are talking about short term or long-term inflation, it’s the issue market...

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24 Sep 2021

ANALYSIS

Evergrande default: Climbing the wall of Chinese worry (as usual)

Finally, we have headline scares out of China. Earlier this week markets were spooked about the possible default of the world’s most indebted developer, which is none...

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22 Sep 2021

ANALYSIS

What strategy should we have in an inflationary environment?

Assuming the FED and ECB are wrong, and inflation persists, the question is, what should the investment strategy be in such an environment.

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15 Sep 2021

COMMODITY INSIGHTS

Does monetary policy impact commodity prices?

The chart below depicts the price of sugar. As you can see, prices today are lower than what they have been in many instances from 1970. And why are sugar prices so low? Because the people who...

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