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Outlook 2026

Insight

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Podcast - 2024: Year-in-Review
  • Macro

Podcast - 2024: Year-in-Review

Economic resilience, shifting policies, and global uncertainties set the tone for 2024. In this episode, Moz Afzal (Global CIO) and Daniel Murray (Deputy CIO & Global Head of Research) reflect on a year marked by strong US growth, challenges in Europe, and the lingering effects of Covid stimulus. They share their perspectives on the key factors shaping the outlook for 2025, from trade tariffs to potential stimulus in China, and discuss what these trends could signal for global markets and economies moving forward.

  • 20 dicembre 2024
podcast
New Capital Global Convertible Bond Fund five year anniversary
  • Long term investing
  • Fixed income

New Capital Global Convertible Bond Fund five year anniversary

We are delighted to mark the fifth anniversary of the New Capital Global Convertible Bond Fund. Since its launch in 2019, the Fund has demonstrated the benefits of investing in convertible bonds, a unique asset class that offers a combination of exposure to the potential upside in equities with the defensive characteristics of bonds.

  • 12 dicembre 2024
  • Read time: 5 mins
article
Podcast - Understanding Market Trends with Jeff deGraaf
  • Macro

Podcast - Understanding Market Trends with Jeff deGraaf

In this episode of Beyond the Benchmark, Moz is joined by Jeff deGraaf, a leading technical analyst from RenMac, for an insightful discussion on 2024’s market performance and opportunities in 2025, as well as touching on China’s resilience and the global influence of the US dollar.

  • 11 dicembre 2024
podcast
Outlook 2025

Outlook 2025

Welcome to EFG’s Outlook 2025 where we outline our top ten themes for the year ahead.

  • 10 dicembre 2024
read
ECB rate cuts have further to go
  • Macro

ECB rate cuts have further to go

The European Central Bank (ECB) is expected by markets to cut interest rates by 25 basis points in December, bringing the deposit facility rate to 3%. Monetary policy remains restrictive as inflation falls near to 2% and gross domestic product (GDP) growth risks are tilted to the downside. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the outlook for the eurozone policy rate and concludes that the trough could be lower than markets discount.

  • 09 dicembre 2024
article
The Robots Are Here: Investing in the Rise of Factory Automation
  • Active management
  • Equities

The Robots Are Here: Investing in the Rise of Factory Automation

Factory automation integrates advanced technologies to boost manufacturing efficiency with nations like Japan and China competing for technological leadership. This transformative trend is reshaping industrial production through unprecedented precision and adaptability.

  • 09 dicembre 2024
article
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Park House
116 Park Street
London
W1K 6AP

  • +44 (0)20 7491 9111
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Park House
116 Park Street
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W1K 6AP

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