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
Podcast - Understanding AI disruption
  • Macro

Podcast - Understanding AI disruption

Chinese generative AI contender, DeepSeek, caused huge waves in markets across the globe at the end of January. This week with the help of Jonathan Rawicz and Henry Walters we delve into the technical details behind why this development was such a revelation, and what the longer term impacts of successful AI implementation might look like across sectors.

  • 11 February 2025
podcast
German election impact on the Global High Yield Market
  • A changing world
  • Fixed income

German election impact on the Global High Yield Market

On 23 February, Germany goes to the polls. How will the election impact the high yield market?

  • 10 February 2025
  • Read time: 5 mins
article
Trump trade uncertainty
  • Macro

Trump trade uncertainty

Welcome to the February 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 February 2025
  • Read time: 10 mins
article
Will spreads in Emerging and Developed Markets converge again?
  • Macro
  • Fixed income

Will spreads in Emerging and Developed Markets converge again?

Historically, IG corporate bonds from developed markets (DM) and IG sovereign bonds from emerging markets (EM) have moved together. However, in 2023-2024, this relationship diverged, with DM spreads tightening and EM spreads remaining stable. Below we explore the reasons behind this divergence and the potential for spread convergence in 2025 amidst changing economic and geopolitical conditions.

  • 05 February 2025
article
Small modular reactors: Powering the future with cutting-edge nuclear innovation
  • Macro

Small modular reactors: Powering the future with cutting-edge nuclear innovation

As the world intensifies its efforts to cut carbon emissions and secure reliable, constant electricity, small modular reactors (SMRs) are emerging as a key area of interest. While nuclear energy has long struggled with cost overruns, safety concerns, and public scepticism, these compact, factory-built reactors are beginning to change the conversation. Their rise comes at a time when many nations are rethinking their energy strategies.

  • 05 February 2025
article
The DeepSeek disruption
  • A changing world
  • Equities

The DeepSeek disruption

DeepSeek, a Chinese artificial intelligence (AI) research lab, sent shockwaves through the tech sector this week. The company unveiled new AI models with accompanying research papers which showcased innovative methods with ramifications across the entire AI value chain.

  • 31 January 2025
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