Iniohos Advisory Services

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​Iniohos Advisory Services is an independent investment research and consulting house, founded by investment professionals with long and in-depth experience in global financial markets.

Iniohos Advisory Services aims to provide top-end investment solutions to High Net Worth Individuals and institutional investors, ranging from proactive investment research to tailor made financial and risk modelling.

Our research covers the areas of investment and macroeconomic research, investment strategy and asset allocation, financial modelling and risk management.

John Galakis ... (+2)
  • John Galakis
  • Nicolas Skourias
PREMIUM

U.S. recession expectations: where do we stand?

At the beginning of the year there was a heated debate among economists and financial analysts on whether the long U.S. economic expansion would finally come to an end this year. A number of predictive models were showing that the probability of recession was rising to levels associated with a significant deceleration of economic activity in the past. As the COVID-19 virus is a tremendous exogenous shock with potentially long-lasting repercussions, it is rather safe to assume that the severe do...

04/09/20 April 9, 2020 3 EN
John Galakis ... (+2)
  • John Galakis
  • Nicolas Skourias

Is the U.S. market’s steady outperformance about to turn?

Regional or country allocations are one of the primary decisions that asset allocators need to actively take. Especially within the developed market universe it is certainly not a straightforward one, due to the leading position of the U.S. equity market and its significance for other equity markets.A most striking observation, however, is the relative outperformance of the U.S. equity market during the last decade.

11/25/19 November 25, 2019 3 EN
John Galakis ... (+2)
  • John Galakis
  • Nicolas Skourias
EUR 25.00

U.S. equities should bottom 2-quarters before real GDP growth!

The report analyses the relation between the equity market and real economic activity in the U.S.

11/05/19 November 5, 2019 3 EN
John Galakis ... (+2)
  • John Galakis
  • Nicolas Skourias
10/08/19 October 8, 2019 3 EN
John Galakis ... (+2)
  • John Galakis
  • Nicolas Skourias
EUR 85.23

U.S. equity strategy performance during monetary easing!

The report explores equity market and style performance around the initial phase of monetary easing in the U.S.

08/18/19 August 18, 2019 1 EN
John Galakis ... (+2)
  • John Galakis
  • Nicolas Skourias
PREMIUM

U.S. recession expectations: where do we stand?

At the beginning of the year there was a heated debate among economists and financial analysts on whether the long U.S. economic expansion would finally come to an end this year. A number of predictive models were showing that the probability of recession was rising to levels associated with a significant deceleration of economic activity in the past. As the COVID-19 virus is a tremendous exogenous shock with potentially long-lasting repercussions, it is rather safe to assume that the severe do...

04/09/20 April 9, 2020 3 EN
John Galakis ... (+2)
  • John Galakis
  • Nicolas Skourias

Is there a regime shift in global monetary policy? It seems so…

2018 was undoubtedly the most intense period of monetary policy tightening post the Global Financial Crisis, as the number of rate hikes exceeded that of rate cuts. Year to date, last year’s aggressive tightening trend has come to an end, as the pace of monetary tightening has decelerated considerably. Numerous economists and market analysts have been taking the view that the global monetary policy stance will shift back to easing relatively soon.

05/16/19 May 16, 2019 1 EN
John Galakis ... (+2)
  • John Galakis
  • Nicolas Skourias

U.S. sector positioning indicates positive expectations on the macroec...

Sector positioning portrays easing investor fears regarding a deceleration in the U.S. economy and an upcoming market sell-off.

05/05/19 May 5, 2019 1 EN
John Galakis ... (+2)
  • John Galakis
  • Nicolas Skourias

QE is here to stay...

The report analyses the reasons behind the more frequent use of unconventional monetary policy tools in the future.

02/21/19 February 21, 2019 3 EN
John Galakis ... (+2)
  • John Galakis
  • Nicolas Skourias
EUR 100.00

How much tighter has global monetary policy become? Not much actually....

The report explores the magnitude of global monetary tightening over the course of last year.

01/23/19 January 23, 2019 5 EN
John Galakis ... (+2)
  • John Galakis
  • Nicolas Skourias

Is the U.S. market’s steady outperformance about to turn?

Regional or country allocations are one of the primary decisions that asset allocators need to actively take. Especially within the developed market universe it is certainly not a straightforward one, due to the leading position of the U.S. equity market and its significance for other equity markets.A most striking observation, however, is the relative outperformance of the U.S. equity market during the last decade.

11/25/19 November 25, 2019 3 EN
John Galakis ... (+2)
  • John Galakis
  • Nicolas Skourias
PREMIUM

Volatility remains surprisingly contained given the prevailing risks!

One of the primary questions that investors should be asking at all times is whether risks are realistically and adequately priced in financial markets. It is true that the pricing of risk is definitely not a straightforward exercise and thus there are numerous instances that investors have been consistently mispricing risks. Typically, periods of prolonged mispricing have been followed by a re-evaluation of expectations and a rise in asset market volatility. Investors have exhibited less risk ...

08/12/19 August 12, 2019 1 EN
John Galakis ... (+2)
  • John Galakis
  • Nicolas Skourias

U.S. Style Performance Update

The report provides an overview of U.S. style performance.

05/30/19 May 30, 2019 1 EN
John Galakis ... (+2)
  • John Galakis
  • Nicolas Skourias

Investors should consider taking profits in equities!

The report comments on how investors should  position tactically, given the recent equity rally.

04/23/19 April 23, 2019 1 EN
John Galakis ... (+2)
  • John Galakis
  • Nicolas Skourias
EUR 25.57

Mind mean aversion, as U.S. equity prices and valuations are drifting ...

Abundant liquidity, low interest rates, and more recently ample earnings growth has made possible the sustainability of relatively high valuations! The report explores where have recent developments left U.S equity market valuations, and, more importantly, to what extent are they sustainable?

02/10/19 February 10, 2019 4 EN

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