Insights & News - EFGAM New Capital

Macro

A degree of caution after a strong start to the year

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.

04 February 2026
Read time: 10 mins

Podcast

The AI bubble and new frontiers in tech

Dominic Jacobson, Senior Equity Analyst in EFG Asset Management’s US Growth Equity team unpacks whether tech bubble fears are misplaced, and why compute power and energy availability may in fact be keeping excess in check. Also featured are geopolitical competition, open-source versus closed-source models and what could be the next big untapped opportunity in tech.

03 February 2026

Podcast

Staying the Course: Strategy, Discipline and Compounding Growth

In the second episode of this three-part series, EFG International CEO Giorgio Pradelli reflects on successful engagement with investors, long-term strategy, and the discipline required to deliver consistent, compounding growth in global wealth management. From the importance of setting the course to aligning 40 locations worldwide, Giorgio shares how clear vision, execution and people underpin EFG’s success.

21 January 2026

Podcast

Shock and awe: US politics and policy in 2026

As the US enters midterm year, Dan Clifton returns to help navigate the political and economic crosscurrents impacting the world’s largest economy. Fiscal stimulus, election year market volatility, recession risks and the Fed’s strategy are all under the microscope in this episode of Beyond the Benchmark with Moz Afzal.

16 December 2025

Podcast

The art of wealth planning with Evgenia Goti

Evgenia Goti, Global Head of Wealth Planning at EFG joins Moz to shed light on both the technical and human considerations of structuring family wealth across generations. As the great wealth transfer gathers pace, she explains how families can preserve cohesion and avoid common pitfalls while building legacies.

02 December 2025

Podcast

Taking the pulse of the US economy - insights from Washington

What’s really on the mind of strategists and economists right now? In this special, bitesize update episode of Beyond the Benchmark, Daniel Murray, EFG’s Deputy CIO, delivers the key takeaways from his recent trip to the US, covering tariffs, valuations and the future of the Federal Reserve.

20 November 2025

Outlook 2026