K S A D V I S O R Y
Insight ¦ Oversight ¦ Expertise
A Note on the Future of KS Advisory
After nearly four decades in global finance, on Wall Street (1986–2005) and in Geneva (2006–2026), our founder, Belal Mohammed Khan, will shortly be relocating to join a major financial institution in a new senior role.
Three cities. Three chapters. Each one arriving at a historically significant moment.
With this transition, KS Advisory will be closing its active operations. The ideas and frameworks developed here, from geoeconomic strategy to complexity economics, from family office advisory to thematic portfolio architecture, represent the intellectual foundation carried forward into this next chapter.
Belal will continue his volunteer work with the Helsinki Geoeconomics Society, where he serves as Vice President, Treasurer, Fellow, and Member of the Board of Trustees.
We are deeply grateful to every client, colleague, and reader who engaged with this work over the years. Your comments, feedback, suggestions, and generous expressions of thanks have meant a great deal.
Letters & Insights Articles
Insights, articles, and monthly letter
February 12, 2025 · Constitution,Crisis,Bonds,Treasury,ElonRead more...Constitutional crises are critical events that can significantly impact sovereign credit ratings....February 12, 2025 · PreviewRead more...Constitutional crises are critical events that can significantly impact sovereign credit ratings....October 1, 2024 · Gold,Yield Curve,Treasuries,PreviewRead more...US central bank policy action, reasons and implications From the September 18 Fed FOMC meeting,...October 1, 2024Read more...Investors and asset managers must contemplate the spillover effects and reverberations that will...Read more...While the creation ofthe NATO Innovation Fund (NIF) is a welcomed development it is miniscule and...June 2, 2024 · BMKHAN KS ADVISORYRead more...Source: B.M.Khan, KS Advisory, June 1, 2024 Funding Belligerence, War, and Oppression? Are...May 28, 2024 · Belal M Khan - KS AdvisoryRead more...Acknowledging Limits - Central banks' pursuit of policy purity with regard to R-Star. ...Read more...A New Era: Russia – China Partnership Must Read Document - We believe this is a Must Read...May 13, 2024 · KS Advsory - InsightsRead more..."You have been warned" - Iternational Law Compromised, Again - Implications of US foreign policy...May 8, 2024 · KS Advisory - Monthly LetterRead more...Summary - We anticipate a heightened level of uncertainty, especially geopolitical uncertainty,...May 1, 2024 · KS Advsory - InsightsRead more...New Type of Political Leadership Needed The Imperative for Intellectually Astute & Morally Firm...April 9, 2024 · KS Advsory - InsightsRead more...Taking Some Profits, Cutting Risk Exposure Moving Equities to Neutral, Adding to Cash...April 2, 2024 · Yen,JPY,BoJ,Intervention,CurrenciesRead more...Too much of anything is not good - Yen's weakness must end KS Advisory - Insights -...March 18, 2024 · Yen,Japan,BoJ,Secular InflationRead more...Japan's Secular Inflation Trap Declining Labor Participation Rates and the Wage-Price Spiral ...March 8, 2024 · Gold,Geopolitics,Secular Inflation,Green GoldRead more...Gold Price Benefits from Global Instability and Multi-Polarity KS Advisory - Insights, March...March 7, 2024 · Yield Curve,Treasuries,Secular Inflation,Deficit,Bond SupplyRead more...US Yield Curve - Risk of Further Steepening KS Advisory - Insights - March 07, 2024 ...December 1, 2021Read more...This is a piece written in December 2021 while I was the Executive Director, Chief Investment...More Posts
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