United Kingdom, Intermediaries

Thomas Mucha

Thomas Mucha

As a member of the firm’s Global Macro Strategy Group, Thomas conducts research on the macro and market implications of geopolitical risk. In his role, he also focuses on internal and external communication efforts, with a particular emphasis on connecting our macro insights to actionable investment ideas in client portfolios.

 

Featured Insights

An unpleasant cocktail for Russia’s equity market
In light of recent developments, Equity Portfolio Manager Jamie Rice and Geopolitical Strategist Thomas Mucha believe caution is warranted with regard to Russia, from both a geopolitical and an investment standpoint.
May 2021
An unpleasant cocktail for Russia’s equity market
Complex catastrophe: Climate change as a national security threat
Climate change has begun to shape domestic and foreign policy and is increasingly recognized as a threat to national security. Our Global Macro Team thinks climate's macro, market, and geopolitical implications will be significant.
April 2021
Complex catastrophe: Climate change as a national security threat
Post-Trump China policy takes shape
More than two months into the Biden administration, important contours of the post-Trump approach to US-China relations have begun to crystallize. Geopolitical Strategist Thomas Mucha offers his latest perspective, including some potential macro and market implications.
April 2021
Post-Trump China policy takes shape
2021 Global Economic Outlook
Our 2021 economic outlook describes the forces we believe will shape macro & market events, including significant geopolitical risks with strong 2021 growth likely.
November 2020
2021 Global Economic Outlook
An unpleasant cocktail for Russia’s equity market
In light of recent developments, Equity Portfolio Manager Jamie Rice and Geopolitical Strategist Thomas Mucha believe caution is warranted with regard to Russia, from both a geopolitical and an investment standpoint.
May 2021
An unpleasant cocktail for Russia’s equity market
Complex catastrophe: Climate change as a national security threat
Climate change has begun to shape domestic and foreign policy and is increasingly recognized as a threat to national security. Our Global Macro Team thinks climate's macro, market, and geopolitical implications will be significant.
April 2021
Complex catastrophe: Climate change as a national security threat
Post-Trump China policy takes shape
More than two months into the Biden administration, important contours of the post-Trump approach to US-China relations have begun to crystallize. Geopolitical Strategist Thomas Mucha offers his latest perspective, including some potential macro and market implications.
April 2021
Post-Trump China policy takes shape
Load More