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Mid-Year Outlook 2026

Insight

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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
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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
Are SNB rates about to bottom?
  • Macro

Are SNB rates about to bottom?

On 12 December the Swiss National Bank (SNB) is widely expected to cut the policy rate again. The issues for markets are the size of the December rate cut and how low rates will go in 2025. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato argues the trough SNB policy rate will likely be higher than markets anticipate.

  • 09 dicembre 2024
  • Read time: 5 mins
read
US tariff burden?
  • Macro

US tariff burden?

Welcome to the December 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.

  • 09 dicembre 2024
  • Read time: 10 mins
article
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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
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W1K 6AP

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