Skip to main content
EFG

New Capital is part of EFG Asset Management. For more information visit: www.efg.com

  • Products
    • Our Capabilities
    • Fund Commentaries
    • Funds & Performance
  • Insights & News
  • About us
    • Why invest with us
    • Our fund managers
    • Responsible investing
  • Contact us
  • Contact us
EFG New Capital
  • Homepage
  • Outlook 2026
  • Products
    • Our Capabilities
    • Fund Commentaries
    • Funds & Performance
  • Insights & News
  • About us
    • Why invest with us
    • Our fund managers
    • Responsible investing
  • Contact us
  • Contact us

Outlook 2026

Insight

Read
BoJ set to continue raising rates in 2025
  • Macro

BoJ set to continue raising rates in 2025

At its meeting on 24 January, the Bank of Japan (BoJ) Policy Board raised its policy interest rate by 25 basis points to 0.5%. In this Macro Flash Note, Economist Sam Jochim explains the reasons behind the decision and discusses the policy outlook for 2025.

  • 28 Januar 2025
article
Convertible bonds – a unique asset class
  • Investment education
  • Fixed income

Convertible bonds – a unique asset class

This makes convertible bonds a rather unique asset class for investors. They combine - in one instrument - features of both bonds and equities. Convertibles provide the same capital preservation potential and security of any other corporate bond, ranking alongside senior bonds in the capital structure.

  • 27 Januar 2025
article
Podcast - Trump, Putin, Xi and World Politics
  • Macro

Podcast - Trump, Putin, Xi and World Politics

Will Trump successfully cut a deal with Russia on the Ukraine conflict? Will we see the emergence of a new great power paradigm? Where does an aggressive 'America First' policy leave the rest of the world? The next decade is beset by geopolitical questions following great change in Washington. Against this backdrop, Gideon Rachman, Chief Foreign Affairs Commentator at the Financial Times, talks at the EFG Investment Summit 2025, outlining his views on the likely scenarios that may unfold.

  • 21 Januar 2025
podcast
Podcast - The Economic and Investment Implications of Trump 2.0
  • Macro

Podcast - The Economic and Investment Implications of Trump 2.0

Donald Trump's election victory brings with it a plethora of unknowns about the next four years. After a highly unusual election cycle, change is on the horizon, from a reordering of the existing power structures of the West to tariffs on China, from Elon Musk's DOGE to deregulation. In this special episode, Dan Clifton, Head of Policy Research at Strategas, delivers his thoughts on Trump 2.0 at the EFG Investment Summit 2025.

  • 15 Januar 2025
podcast
Chill Baby Chill
  • A changing world
  • Fixed income

Chill Baby Chill

Trump’s battle cry to increase oil production has been met with a collective shrug, but what does it mean for High Yield Credit?

  • 13 Januar 2025
article
Divergence of the economic cycle
  • Macro

Divergence of the economic cycle

Welcome to the January edition of InView: Monthly Global House View. In this publication we consider significant developments in the world’s markets, and discuss our key convictions and themes for the coming months.

  • 07 Januar 2025
  • Read time: 10 mins
article
View more

Subscribe

Sign up to receive the latest investment news, perspectives & insights.

Please tell us your interest in the following asset classes*

* Required fields

EFG New Capital - An EFG brand

Contact us

Park House
116 Park Street
London
W1K 6AP

  • +44 (0)20 7491 9111
  • [email protected]
 

Podcast

listen on Spotify
listen on Apple Podcasts

Social

Connect with us on LinkedIn

Contact us

Park House
116 Park Street
London
W1K 6AP

  • +44 (0)20 7491 9111
  • [email protected]
EFG

Issued by EFG Asset Management (UK) Limited.

Registered in England and Wales 7389736. Registered Office: Park House, 116 Park Street, London W1K 6AP. Authorised and regulated by the Financial Conduct Authority.

  • Terms & Conditions
  • Cookie Policy
  • Privacy Policy
  • Summary of Investor Rights
  • Modern Slavery Statement
  • UK Stewardship Code
Decline

You’re about to leave EFGAM website and enter into a 3rd party website

Third party website disclaimer

You are about to enter a third party website, which is owned and operated by an independent party over which EFGAM has no control ("3rd Party Website"). Any link you make to or from the 3rd Party Website will be at your own risk. Any use of the 3rd Party Website will be subject to and any information you provide will be governed by the terms of the 3rd Party Website, including those relating to confidentiality, data privacy and security.

EFGAM does not endorse or approve and makes no warranties, representations or undertakings relating to the content of the 3rd Party Website. EFGAM disclaims liability for any loss, damage and any other consequence resulting directly or indirectly from or relating to your access to the 3rd Party Website or any information that you may provide or any transaction conducted on or via the 3rd Party Web site or the failure of any information, goods or services posted or offered at the 3rd Party Website or any error, omission or misrepresentation on the 3rd Party Website or any computer virus arising from or system failure associated with the 3rd Party Website.

By clicking "Proceed", you confirm that you have read and agreed to the terms herein.

Proceed