Institutional-grade analysis connecting structural forces to capital allocation decisions — written by a practitioner with skin in the game, for an audience already inside the room.
Global Markets by Karim Al-Mansour is an institutional-grade publication written from the perspective of a practitioner who has operated at the centre of sovereign capital, commodity markets, and global asset allocation for the better part of two decades. It does not aggregate news. It does not explain what happened yesterday to an audience that already knows.
It connects structural forces — liquidity dynamics, geopolitical realignments, balance sheet architecture, regulatory shifts — to the capital allocation decisions they make inevitable, before those decisions become obvious.
Karim writes as if the reader is sitting across from him in a London office, or on a late call with a sovereign client — which, in a substantial number of cases, they are. The writing is direct, structurally literate, and deliberately uninterested in the kind of hedged equivocation that converts research into something legally defensible but analytically useless.
"For Karim, reader reactions are not just feedback — they are market intelligence in raw form."
Pieces are long-form, thesis-driven, and explicitly named. Recent coverage includes:
The named and enriched active readership of approximately 9,500 individuals spans the most consequential participants in global capital markets. The aggregate assets under management across subscriber firms exceeds USD 90 trillion. The publication has become a channel for private dialogues, fundraising interest, and policy feedback loops — an influence network in motion rather than a passive distribution list.
Some pieces have prompted institutional consequences: investors restructuring positions following publication, counterparties initiating advisory conversations, and regulatory officials requesting offline dialogue.
GMKAM Institutional Research is a paid-access tier offering deeper analytical coverage, proprietary data synthesis, and direct engagement with Karim and the Amanah research team. Priced at USD 5,000 per firm per year, it is structured for institutional counterparties whose decision-making requires analysis calibrated to professional standards rather than general financial literacy.
Research publications under the institutional tier cover activist investment positioning and GP strategy analysis; sovereign and quasi-sovereign debt markets; commodity market architecture and geopolitical supply-chain dynamics; cross-asset regime analysis; and deep dives into sectors where Amanah maintains active principal investment positions.
Subscribers receive firm-wide access and the ability to direct contextual questions to the research team on published pieces.