Global Markets by Karim Al-Mansour
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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.
Nov 24, 2025
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Karim Al-Mansour
11
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…
Nov 17, 2025
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Karim Al-Mansour
3
Not Just New Wires, But a New World: Embracing the Structural Shift of ISO 20022
Finding opportunity in the transition
Nov 14, 2025
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Karim Al-Mansour
20
1
Most Popular
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How Contango and the Fragile Dollar Funding Base Distort Time, Risk, and Private Markets
Apr 9, 2025
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Karim Al-Mansour
70
1
The House of Chris Hohn: TCI Fund Management
May 20, 2025
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Karim Al-Mansour
12
1
The Man Who Made Time Move
Jun 23, 2025
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Karim Al-Mansour
45
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[Report] THE FRAGILITY MATRIX: Mapping Global Capital
Apr 10, 2025
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Karim Al-Mansour
37
The Masiyiwa Machine: Fiber, Fintech, and the Politics of Power
Sep 24, 2025
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Karim Al-Mansour
32
1
Structured Stillness: Private Credit’s Desperate Bid for Liquidity
Jul 10, 2025
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Karim Al-Mansour
17
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Recent posts
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It’s your bond, but not your sovereignty
Before we begin
Nov 12, 2025
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Karim Al-Mansour
6
1
1
Global View — 10 November 2025
Markets open the new week with a cautious sense of optimism.
Nov 10, 2025
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Karim Al-Mansour
7
On Real Estate Finance: A Civilizational History
The Evolution of Capital Structures from Mesopotamian Debt to Perpetual Vehicles
Nov 7, 2025
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Karim Al-Mansour
4
1
The Cartography of Permission
Notes on the Unanchoring
Nov 3, 2025
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Karim Al-Mansour
18
The Grammar of Capital: An Archaeology of the Exit Multiple
Part I — The Grammar of Exit
Oct 30, 2025
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Karim Al-Mansour
18
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