Insights & News - EFGAM New Capital

New Capital Asia Future Leaders and New Capital Strategic Portfolio UCITS funds triumph at Refinitiv Lipper Fund Awards 2022

New Capital Strategic Portfolio UCITS Fund has won seven awards in the Mixed Asset USD Flex – Global category - Over 3 and 5 Years. New Capital Asia Future Leaders Fund has won six awards in the Equity Asia Pacific ex Japan USD category – Over 3 Years.

21 April 2022

Inflation and growth in China

With inflation currently the subject of much global debate, it is interesting to note the different path it has taken in China compared to many other economies. This has given the government flexibility with other policy tools.

28 March 2022

The ends of inflation surges: Lessons from the US experience, 1948-2021

The recent burst of inflation in the US and in many other countries has led investors to wonder whether the entire inflation environment has changed.

24 March 2022

Portugal: The outlook looks bright

Infocus - The outlook for the Portuguese economy is good. With a low unemployment rate, political uncertainty resolved by the recent elections and with fiscal transfers from the EU, at the beginning of the year growth was forecast to be strong. That said, the underlying weaknesses of the Portuguese economy remain. Productivity is low, investment is low, there is an educational deficit and public debt is high. In this issue of Infocus, EFG chief economist Stefan Gerlach and senior economist GianLuigi Mandruzzato take a closer look.

23 March 2022

Is the global economy at risk of stagflation?

Infocus - Does the war in Ukraine and the associated sanctions on the Russian economy risk tipping the world into stagflation? Stefan Gerlach looks at the historical record and argues that while it is a possibility, whether it will happen depends on how long the war and the sanctions last.

21 March 2022

Why is Swiss inflation low?

Infocus - Inflation has surged to levels not seen in decades due to rising commodity prices, supply chain bottlenecks and tight labour markets. These factors apply to most developed countries, but not to Switzerland where inflation remains low. In this edition of Infocus, GianLuigi Mandruzzato compares Swiss inflation to that in the US and the eurozone and draws some policy implications.

18 March 2022

Mid-Year Outlook 2026