Podcast series

The market briefing talk

Access to timely insights, hear from our experts on the issues that shapes the fast-changing global economic and trends.

2H outlook: Stagflation, reflation, soft landing, or slump?

The big question now is what story will drive the market over the second half of the year: “Stagflation,” “reflation,” “soft landing,” or “slump”? And how will markets react?

Click on the player below to hear timely insights

About Global Family Office

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GFO market briefing

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What to do by Maximillian Kunkel, Chief Investment Officer

03:38

The path to achieving this is narrow. If they underestimate the strength of the economy, we face an extended period of above target inflation. If they overestimate it, we face recession. And we can't know with great certainty which path we're on. 

Managing risk and positioning for the future by Maximillian Kunkel Chief Investment Officer

00:00

Russia’s invasion of Ukraine has considerably broadened the range of possible outcomes for markets. Not only is the course of the war hard to predict given the wide range of variables, but the impact on the global economy and central bank policy is also difficult to pin down.

Positioning for the Year Ahead

00:00

Find out how to capture the investment opportunities that the year ahead—and the decade ahead—will present for family offices

Rising inflation expectations don’t herald stagflation by Maximillian Kunkel, Chief Investment Officer Global Family Office.

00:00

Rising energy prices and supply disruptions in various product and labor markets are lowering economic growth and raising inflation expectations. But the pandemic has shown that markets can look past challenging periods—provided they are not persistent.

Q4 market outlook: Navigating record highs by Maximillian Kunkel, Chief Investment Officer Global Family Office.

00:00

Our six key recommendations for the coming quarter.

In case you missed it

Tel aviv

Year of two halves

Jan 2022

Portfolio

Where can I still find portfolio growth?

Jul 2021

Stuck in your story?

Stuck in your story?

Jun 2020

End of lower longer

The end of “lower for longer”?

May 2020

Tel aviv

Is it time for family offices to move to cash?

Apr 2020

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