Skip to main content
EFG

New Capital is part of EFG Asset Management. For more information visit: www.efg.com

  • Products
    • Our Capabilities
    • Fund Commentaries
    • Funds & Performance
  • Insights & News
  • About us
    • Why invest with us
    • Our fund managers
    • Responsible investing
  • Contact us
  • Contact us
EFG New Capital
  • Homepage
  • Outlook 2026
  • Products
    • Our Capabilities
    • Fund Commentaries
    • Funds & Performance
  • Insights & News
  • About us
    • Why invest with us
    • Our fund managers
    • Responsible investing
  • Contact us
  • Contact us

Outlook 2026

Insight

Read
Tariffs: worse than expected, uncertain look
  • Macro

Tariffs: worse than expected, uncertain look

President Trump’s latest tariff announcement has raised the risk of a global recession and could stoke a drawn-out phase of deglobalisation. In this note, Deputy CIO Daniel Murray looks at the implications of the tariffs and the outlook.

  • 03 aprile 2025
read
Podcast - Inside the Mind of a CIO: Moz Afzal’s Investment Journey
  • Active management

Podcast - Inside the Mind of a CIO: Moz Afzal’s Investment Journey

In this special episode of Beyond the Benchmark, the tables are turned as EFG’s Global Chief Investment Officer, Moz Afzal, steps into the hot seat. Fresh off being named CIO of the Year at the 2025 WealthBriefing European Awards, Moz shares insights into his journey from junior analyst to managing $25 billion in assets. He discusses the key challenges he’s faced, the importance of leadership and integrity in asset management, and why embracing uncertainty is crucial for investment success.

  • 31 marzo 2025
podcast
Defence spending in Europe

Defence spending in Europe

InFocus - Following what appear to be dramatic shifts in US defence policy, in particular with regard to the North Atlantic Treaty Organisation (NATO), there is a great need to increase defence spending in Europe. But how much do European nations spend on defence? And how does that vary with geographic location, income levels and other factors? In this issue of InFocus, EFG chief economist Stefan Gerlach looks at the data.

  • 27 marzo 2025
  • Read time: 10 mins
read
Q2 2025 Insight
  • Macro

Q2 2025 Insight

What are the main themes that could move markets in the second quarter? Moz Afzal, Chief Investment Officer, and Daniel Murray, Deputy Chief Investment Officer review the potential impact from tariffs, Elon Musk’s Department of Government Efficiency and the artificial intelligence value chain.

  • 25 marzo 2025
  • Read time: 7 mins
video
What's next for the SNB?
  • Macro

What's next for the SNB?

The Swiss National Bank (SNB) cut interest rates to 0.25% to offset increased downside risks to inflation. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the outlook for Swiss monetary policy.

  • 25 marzo 2025
  • Read time: 3 mins
article
Do you know how mainstream high yield is?
  • Fixed income
  • Investment Insights

Do you know how mainstream high yield is?

High yield bond issuers are everywhere, with their products and services used daily, many of which you may not even be aware of.

  • 20 marzo 2025
  • Read time: 5 minutes
article
View more

Subscribe

Sign up to receive the latest investment news, perspectives & insights.

Please tell us your interest in the following asset classes*

* Required fields

EFG New Capital - An EFG brand

Contact us

Park House
116 Park Street
London
W1K 6AP

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

Podcast

listen on Spotify
listen on Apple Podcasts

Social

Connect with us on LinkedIn

Contact us

Park House
116 Park Street
London
W1K 6AP

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

Issued by EFG Asset Management (UK) Limited.

Registered in England and Wales 7389736. Registered Office: Park House, 116 Park Street, London W1K 6AP. Authorised and regulated by the Financial Conduct Authority.

  • Terms & Conditions
  • Cookie Policy
  • Privacy Policy
  • Summary of Investor Rights
  • Modern Slavery Statement
  • UK Stewardship Code
Decline

You’re about to leave EFGAM website and enter into a 3rd party website

Third party website disclaimer

You are about to enter a third party website, which is owned and operated by an independent party over which EFGAM has no control ("3rd Party Website"). Any link you make to or from the 3rd Party Website will be at your own risk. Any use of the 3rd Party Website will be subject to and any information you provide will be governed by the terms of the 3rd Party Website, including those relating to confidentiality, data privacy and security.

EFGAM does not endorse or approve and makes no warranties, representations or undertakings relating to the content of the 3rd Party Website. EFGAM disclaims liability for any loss, damage and any other consequence resulting directly or indirectly from or relating to your access to the 3rd Party Website or any information that you may provide or any transaction conducted on or via the 3rd Party Web site or the failure of any information, goods or services posted or offered at the 3rd Party Website or any error, omission or misrepresentation on the 3rd Party Website or any computer virus arising from or system failure associated with the 3rd Party Website.

By clicking "Proceed", you confirm that you have read and agreed to the terms herein.

Proceed