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.
24 Sep 2021
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...
22 Sep 2021
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.
15 Sep 2021
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...
08 Sep 2021
Is the Force with risk assets?
COVID, inflation, deflation, global growth prospects, interest rates and a bunch of other things that I could probably write a book about, all worry me. However, all the...
26 Jul 2021
This is not your grandfather’s bond market
With US 10-year bond yields around 1.25% (as of Thursday July 22) the question is, what is the bond market telling us? Some say the bond market is pointing to...
20 Jul 2021
Economic Sustainability
Up to about 50 years ago, inflation was the main worry of central banks, primarily because high inflation eroded consumer purchasing power. Today however this has changed, and the main objective is...
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