Global Markets by Karim Al-Mansour
Karim Al-MansourGlobal insights on commodities, equities, and macro trends from an industry veteran.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 92 | Subscribers | Read | karimalmansour.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Global View - 24 November 2025
There are stretches in this cycle where markets feel as though they are trying to reconcile two different realities at once. This is one of them. On the surface, price action has been constructive: the major U.S. indices continue to push hi...
On the Mechanics, The Machine, and The Measured Reality of Debt-for-Nature
As I sat reading the above piece, I couldn’t help but think of this space, what follows below is an attempt at trying to understand DFN for myself which may also serve others here.
Not Just New Wires, But a New World: Embracing the Structural Shift of ISO 20022
The global financial system is currently undergoing a transition that appears procedural on the surface yet is profound in its structural consequences. The migration from legacy SWIFT MT messages to ISO 20022 PACS and CAMT formats is often ...
It’s your bond, but not your sovereignty
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Authors
The writers behind this newsletter.
Karim Al-Mansour is a seasoned investor, ex-trader at Trafigura, Mercuria, Mubadala, and Société Générale. Now leading investments in Global Equities, Commodities, PE, and LP strategies via Amanah Capital. Sharing insights on global markets.
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