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.

21 Jun 2022

ANALYSIS

Hard landing?

One of the ways central banks break the ice to markets is via their research. While said research is not the official opinion of any Central Bank, it is nevertheless an...

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02 Jun 2022

ANALYSIS

US Housing: it’s different this time

With US employment as a metric, the US economy is still very strong. However, with a hawkish Fed and interest rates rising, cracks are beginning to show in the economy....

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27 May 2022

ANALYSIS

Concentration risk in markets

Apple is by far the most widely held stock in the world. Either directly or indirectly (via ETFs and Funds), almost all fund managers have some exposure to Apple in their portfolios.

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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).

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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 4minutes read Read more more

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