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Outlook 2026

Insight

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Ukraine: War or Peace?

Ukraine: War or Peace?

Macro Flash Note - Does the lack of military response from Western nations embolden Putin to go further and attempt to capture more territory? And at what point will the West be pushed so far that military action is taken? Clearly Putin & Co. thinks it is further than at present.

  • 23 février 2022
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Global Balanced Fund celebrates three-year anniversary

Co-Portfolio Managers, Simon Hodges and Alec McNeil share a few thoughts on the Fund and their outlook for balanced strategies for the year as they celebrate the Funds’ three-year anniversary.

  • 21 février 2022
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Supply chains and US inflation

Supply chains and US inflation

Infocus - For some time, consumers around the world have been affected by shortages of goods, from basic necessities to microchips. At the same time, concerns about inflation have grown.

  • 14 février 2022
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Inview February 2022

Inview February 2022

Inview - In this publication we consider significant developments in the world’s markets, and discuss our key convictions and themes for the coming months.

  • 07 février 2022
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Boris Johnson's darkest hours

Boris Johnson's darkest hours

Infocus - An inquiry into a breach of Covid-19 lockdown rules at 10 Downing Street threatens to bring the UK Prime Minister down. Boris Johnson has lost credibility and support from fellow Conservative Members of Parliament, causing the toughest political crisis since his election in 2019.

  • 04 février 2022
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Connecting the Fed's dots

Connecting the Fed's dots

Infocus - Although inflation is reaching levels not seen for many years, central banks in most advanced economies hesitate to raise interest rates.

  • 04 février 2022
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EFG New Capital - An EFG brand

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Park House
116 Park Street
London
W1K 6AP

  • +44 (0)20 7491 9111
  • [email protected]
 

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Park House
116 Park Street
London
W1K 6AP

  • +44 (0)20 7491 9111
  • [email protected]
EFG

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