The Market Economics Research & Intelligence Service©
G+ Economics, the investment research firm headed by City economist Lena Komileva, provides integrated research and advisory services for professional clients, from family wealth management offices to decision makers at supra-national institutions, globally.
Specialised in global macro, market and policy-specific analysis, G+ Market Economics is a sole trademark of G+ Economics. Clients include public sector clients, central bank analysts, private wealth managers, hedge funds, market intermediaries, bank traders, risk officers, portfolio managers, public sector and corporate treasurers, and inter-government institutions and media opinion-leaders.
Our philosophy: G+=ME^20
G+ Is Global Market Economics. Our research psychology is rooted in the principles of fundamental analysis and market intelligence. Client benefits include:
• Strategic Positioning and Tactical Portfolio Analysis
• Strategic Economic Advisory
• Capital Market Analysis
• Policy Analysis
• Scenario Based Economic Forecasting
• Market and Product Expansion Evaluation
• Risk Management
• High Net Worth Investor Relations
The Market Liquidity Smile Theory
The Market Liquidity Smile© theory tackles the multiple dynamic feedback loops between market liquidity expectations, policy liquidity expectations and real macroeconomic factors, such as nominal GDP, equity yield and cost of borrowing expectations, in an open market environment where the Fed's actions compete with those of other central banks.
FT Video: Lena Komileva on the Eurozone crisis
Eurozone bail-outs are wrong medicine
Lena Komileva tells the FT's David Oakley that the eurozone crisis has been "badly diagnosed". Credit and solvency are the problem, not liquidity, so bail-outs should be replaced with a focus on strengthening institutions and improving growth prospects.