Insights & News - EFGAM New Capital

Podcast

Secondaries first: rethinking private market liquidity

In EFG’s Outlook 2026 publication, private equity secondaries were highlighted as a key opportunity within private markets. In this episode, EFG CIO Moz Afzal is joined by Jake Elmhirst, Partner and Head of Private Wealth Secondaries Solutions at Coller Capital, to discuss why secondaries have become a core building block in client portfolios. They explore the current liquidity squeeze in private markets, how secondaries can offer diversification and potentially attractive risk adjusted returns, and why the growth of perpetual and semi liquid structures is changing how private wealth accesses private equity.

09 juillet 2026

Macro

Balancing growth opportunities and rising yields

Welcome to the July 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.

06 juillet 2026
Read time: 10 mins

Insight

Mid-Year Outlook 2026

Our Mid-Year Outlook revisits our top 10 themes in light of developments in the first half of the year and sets out how we are positioned for the remainder of 2026. We focus on how each theme has evolved and where we see the most compelling opportunities for investors in the second half.

16 juin 2026

Podcast

The SpaceX IPO and the New Space Economy

Alexandra Vidyuk, CEO and Founding Partner of Beyond Earth Ventures, sits down with Moz to explore how the SpaceX IPO marks a turning point in the commercialisation of space. Plummeting launch costs open the door to transformational new industries such as in-space pharmaceutical labs, orbital data centres and semiconductor crystal growth, and a new breed of founders are competing to reshape the sector.

11 juin 2026

Podcast

Populism, higher rates and AI: How the market cycle is shaping up

What does the “market balance sheet” for US equities look like? Jason Trennert, Chairman and Chief Executive Officer of Strategas Research Partners, weighs up the key assets and liabilities for investors today, from powerful earnings growth and AI-driven productivity gains to the headwinds from inflation, higher rates and geopolitics. Jason also explains why themes such as populism, deglobalisation and rising defence spending may keep underlying inflation and long-term interest rates higher than many investors expect – and what that could mean for assets. Plus, there is a look ahead to the coming wave of mega-cap initial public offerings, including SpaceX, and explore how these listings might affect global equity markets and the dominance of the US in world indices.