Marcus Chenevix

Marcus Chenevix

MENA Analyst

Marcus Chenevix joined TS Lombard in 2016. He is a fluent Arabic speaker who has previously studied and worked in Oman and Egypt.

Marcus writes on Middle Eastern markets, focussing on the GCC and Turkey, he also writes on regional political issues for the Global Political Drivers service. He has previously worked for the United Nations Refugee Agency in Egypt and has a degree in Middle Eastern Studies from the University of Cambridge, where he specialised in the study of political Islam. Marcus has a master's in Arab Studies from Georgetown, where he specialized in development issues in the Arab World.

Marcus Chenevix contributes to the EM Watch, EMEA and Global Political Drivers publications.

EM Watch: Analysis of EM sentiment drivers and fundamental or policy country developments on 10 emerging countries. (Every Monday)
EMEA: Focus on how politics affects fiscal policy and debt fundamentals in the largest EMEA markets. (1 note per month)
Global Political Drivers: Detailed analysis of geo-political themes that drive global risk appetite among investors. (Fortnightly on Thursdays)

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- Middle East

Marcus Chenevix's top market calls

We said: Red flag going up for MENA sovereign debt. Get out of the higher yield bonds, particularly Oman, flee to “blue chip” MENA sovereign credit. Why? Post-2011 political order much more insecure than it appears, so much so that new revenue raising will be impossible and costs will continue to rise.
Outcome: Lebanon defaulted in March 2020, Oman was the worst performer in the region in 2020. Peripheral MENA sovereigns have generally performed poorly relative to blue-chip sovereigns.

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