Insights & News - EFGAM New Capital

A changing world

Can the insurance sector weather the storms?

High profile weather events such as the devastating Hurricane Milton in the US and the intense flooding in the Valencia region of Spain have drawn attention to the expected catastrophe losses in the insurance sector.

14 November 2024

Macro

A clearer horizon – a more proactive approach

Welcome to the November 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.

14 November 2024
Read time: 10 mins

A changing world

Podcast - The 6 Laws of Technology with Nathan Furr Part 2

Breaking companies down into modular systems that drive value and understanding their self-reinforcing cycles are key in navigating the technological landscape. Nathan Furr takes us through two laws of technology in the next of this three-part series, providing examples of how today’s leaders are utilising these elements to their advantage.

13 November 2024
Read time: 5 mins

The Swiss Beveridge curve and inflation

The Beveridge curve – the relationship between the rate of unemployment and the vacancy rate – plays an important role in judging the state of the labour market. As the labour market tightens - vacancies rise and the unemployment rate falls - inflation pressures tend to build. The Beveridge curve is therefore a useful tool for policymakers to help understand the state of the labour market and inflation pressures.

12 November 2024

Bank of England continues gradually reducing interest rates

The Bank of England’s (BoE) Monetary Policy Committee (MPC) reduced interest rates at its meeting on 7 November but reiterated its cautious stance regarding future monetary policy decisions. In this Macro Flash Note, Economist Sam Jochim summarises the important points from the meeting.