Tellimer Research Team

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Tellimer's top picks: March 2023

We present five of our best current calls across economies, sectors, stocks and bonds for March. This month's picks: Dubai and Taiwan equities; Buy El Salvador 50s and Eskom 25s, Sell South Africa 25s. We also highlight the still attractive valuation...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 28 February 2023
Tellimer's top picks: March 2023
Tellimer's top picks: March 2023

Tellimer's top picks: February 2023

We present five of our best current calls across economies, sectors, stocks and bonds for February. This month's picks: Chile and Vietnam equities, Buy Tajikistan and Nigeria bonds. We also identify five countries as being at most risk of default: El...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 1 February 2023
Tellimer's top picks: February 2023
Tellimer's top picks: February 2023

Tellimer's top picks: January 2023

We present five of our best current calls across economies, sectors, stocks and bonds for January. This month's picks: China equities, Buy Nigeria and Ghana bonds; deep value in Ebang, I-Mab, LianBio, Pagaya, REE. We also have high conviction that gl...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 29 December 2022
Tellimer's top picks: January 2023
Tellimer's top picks: January 2023
Weekend Reading / Global

Tellimer's essential reading (and listening) recommendations for the holidays

We have assembled a list of books and podcasts that changed how the team at Tellimer look at the world. From the 'Big Cycle' dynamics that drive the fortunes of nations to a 1930s thriller, we hope you enjoy our selection. We wish all our readers a h...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 24 December 2022
Tellimer's essential reading (and listening) recommendations for the holidays
Tellimer's essential reading (and listening) recommendations for the holidays

Tellimer's top picks: December 2022

We present five of our best current calls across economies, sectors, stocks and bonds for December. This month's picks: China and Hungary equities, Buy Egypt and Mozambique bonds. We have high conviction that EM football franchises will benefit from....
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 1 December 2022
Tellimer's top picks: December 2022
Tellimer's top picks: December 2022
Global Themes / Global

Global Investment Themes for 2023

The global economy and markets have been buffeted by a series of crises this year. We assess the most fundamental trends and their potential impact on markets and investors in 2023, as the world recovers. Battles against inflation and recession, stru...
Tellimer Research Duncan
Duncan Wales @ Tellimer Research 22 November 2022
Global Investment Themes for 2023
Global Investment Themes for 2023

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