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.

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...

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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...

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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.

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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...

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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, the S&P 500 is not the 500...

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