Our track record of market-leading economic thought spans over two decades. It is built on accurate market analysis, consensus-leading policy predictions and timely foresight - before, during and after the Global Financial Crisis and the Global Pandemic - across core economies, public finances, central bank policy and asset class themes.
Our economic consultancy service is founded on three fundamental pillars:
Our value is not measured by the amount of detail we include in our research but by the longevity and impact of our core convictions. Our research is regularly flagged by clients as a guide for future thought development. We are committed to our proposition of economic rigour, market scope and research value.
An established track record and strong client relationships based on trust contribute half of the success of a macro-financial research product. The other half is less visible but crucial – market competence, analytical performance and client process functionality. That’s what marks our distinction.
In a MiFID II unbundled-research world, traditional investment insight delivery channels are becoming disrupted. New aggregator models encourage increased supply traffic, driving up opportunity costs for clients as subscription costs are locked in.
At the same time, traditional dealer research providers are cutting back on research cost and expert staffing, driving down quality, breadth and depth. Assuming a transparent bank pricing model, a typical research report would incur a client cost in the range of £1,350-2500 based on a two-analyst effort, or £55,000 per day based on a typical 40-analyst bank research group (2017 estimates). Potential disruption to meeting client research needs for the purpose of asset allocation decisions could be much costlier.
We have a different cost model and a direct application into clients’ treasury management and asset allocation decisions. Our clients to receive insight in a structured, auditable and transparent way, consistent with their own compliance obligations and the highest professional ethical standards.
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Whatever the macro-risk financial climate, the evolution of international economic trends and financial interconnections can alter macro-financial relationships. Our focus is on identifying actionable opportunities, and risks, across the economic, geopolitical, technological, environment and social spectrum.
The art of successful investing is predicting the direction of macro risk travel.
Whatever the macro-risk financial climate, evolving international economic trends and financial interconnections can create actionable opportunities and real risk management demands. The art of successful investing is predicting the direction of macro risk travel >>>
FT: 'Neutral' rate not driving monetary policy, say ECB officials (06/02/2025)
FT: ECB has been too slow to cut rates, Eurozone economists warn (05/01/2025)
FT: Eurozone growth threatened by global trade war, economists warn (31/12/2024)
Professional Pensions: Lena Komileva to speak at PP Investment Conference - Lena Komileva announced as keynote speaker at this year’s Investment Conference (23/11/2023)
Bloomberg Opinion: How the ECB Should Begin to Normalize Monetary Policy, Bloomberg (11/04/2022)
Bloomberg Opinion: 5 Central Bank Unknowns That Will Shape Markets in 2022, Bloomberg Opinion, (08/11/2021)
Bloomberg Opinion: The Federal Reserve Faces Its Greatest Pandemic Test Yet (06/09/2021)
Bloomberg Opinion: Is the ECB Ready for its Credibility Test? (13/07/2021)
FT Markets Opinion: The answer to inflation fears lies in ending Covid disruption (07/07/2021)
Bloomberg Opinion: Markets Are Ignoring the Main Driver of Today’s Inflation (10/06/21)
FT Opinion: Markets will soon pivot to focus on sustainability of recovery (25/03/2021)
Bloomberg Opinion | Economics: Public Debt Isn't the Problem, Soaring Deficits Are (15/03/2021)
FT: ECB pledges to step up pace of stimulus to counter market sell-off (11/03/2021)
Bloomberg TV: 2021 Will be the `Bounce Back' Year for Inflation - January is shaping up to be a pivotal month in determining whether the nascent U.S. reflation trade can really gather steam in 2021. "Every single bit of the market is telling us that there is an excess of financial overhang of inflation that's just waiting to ripen as we move out of the pandemic," G+ Economics Managing Partner & Chief Economist Lena Komileva said on "Bloomberg Markets: European Open." (04/01/2021)
Bloomberg TV: G+ Economics Chief Economist Lena Komileva on Brexit Deal - G+ Economics Managing Partner & Chief Economist Lena Komileva speaks to Bloomberg about the historic post-Brexit deal and what it means for both the EU and the U.K. (24/12/2020)
Bloomberg Opinion | Economics: The Case for Keeping Europe’s Negative Rates Where They Are, Komileva writes for Bloomberg Opinion (14/12/2020)
Börsen-Zeitung: Top Eurozone economists interviewed for President Lagarde's 1 Year anniversary (27/10/2020)
FT: Fraying ECB consensus poses diplomatic challenge for Lagarde (05/10/2020)
FT: ECB chief economist warns against complacency over recovery (11/09/2020)
Bloomberg TV: Lena Komileva gives her reaction to ECB President Lagarde’s policy press conference and the latest standoff in UK-EU Brexit negotiations. She speaks to Vonnie Quinn on Bloomberg TV (10/09/2020)
FT: ECB to monitor rise of euro after keeping rates on hold (10/09/2020)
FT: ECB to buy up ‘fallen angel’ bonds to cushion euro zone economy - Economists warn over plan to expand €750bn programme to include riskier debts (26/04/2020)
FT Long View: Mind the gap between the markets and the real economy (18/04/2020)
Market Talk Roundup: Coronavirus Removes Safety Net for Investors, G+ Economics Says (09/04/2020)
FT Market Forces: A chasm between Wall Street and economic winter (09/04/2020)
WSJ/Dow Jones: Coronavirus Removes Security of Central Bank Aid, G+ Economics Says -- Market Talk
Investors Must Learn to Reprice Assets After Pandemic -- Market Talk
Sustained Recovery Seen a Long Way Off -- Market Talk
Coronavirus Hit an Already Fragile Economy, G+ Economics Says -- Market Talk
Pandemic Amplifies Cracks in Financial System -- Market Talk
Scope for 'New Level of Entrepreneurship' After Crisis -- Market Talk (09/04/2020)
International Financing Review: Fed launches repo program for foreign central banks (31/03/2020)
Bloomberg TV: Global Economy Set for Battering Not Seen in Decades - The coronavirus pandemic is not a "black swan" so much as "a series of extraordinary events that have opened up several lines of global systemic fragility," according to Lena Komileva, chief economist at G Plus Economics. She speaks to Anna Edwards on "Bloomberg Markets: European Open." (25/03/2020)
FT Market Forces: Softening the blow is not a cure (18/03/2020)
FT Market Forces: A fiscal and monetary prescription (11/03/2020)
FT: Lagarde to confront coronavirus crisis at ECB policy meeting (09/03/2020)
FT: Fed decision to go it alone bucks history of collaboration (05/03/2020)
FT Market Forces: Failing to calm the churning waters (03/03/2020)
FT: Investors seek clues on new thinking as Lagarde launches ECB review (23/01/2020)
FT: ECB’s new faces give investors pause for thought over policy shifts (13/01/2020)
FT: Eurozone economy set to slow further in 2020 — FT poll (26/12/2019)
FT poll: Christine Lagarde expected to change ECB inflation target (22/12/2019)
Bloomberg Surveillance: Stocks, bonds, currencies and commodities. Lena Komileva joins Francine Lacqua in London and Tom Keene in New York. (12/12/2019)
FT Market Forces: Jamming the pause button for an extended period (11/12/2019)