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Outlook 2026

Insight

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Outlook Update for the Global Economy
  • Macro

Outlook Update for the Global Economy

Moz Afzal, CIO and Daniel Murray, Deputy CIO discuss what to expect over the coming months regarding the US election, central banks and interest rates, alongside a focus on innovation and the implications of AI on the economy.

  • 18 settembre 2024
video
ECB’s slow monetary policy easing set to continue

ECB’s slow monetary policy easing set to continue

The ECB has cut the deposit facility rate by 0.25% to 3.50%, as expected. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at what the central bank has signalled about the future path of interest rates.

  • 16 settembre 2024
read
The three signals from the August PMI survey

The three signals from the August PMI survey

The global composite Purchasing Managers’ Index (PMI) rose slightly in August, reassuring markets about economic growth. However, central banks should take note of weakening manufacturing activity, employment, and inflationary pressures. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the details of the PMI survey.

  • 12 settembre 2024
read
Monthly Global High Yield Bond Chart
  • Active management
  • Fixed income

Monthly Global High Yield Bond Chart

The recent burst of inflation in the US and in many other countries has led investors to wonder whether the entire inflation environment has changed.

  • 11 settembre 2024
charts
US Presidential election: risks and opportunities
  • Macro

US Presidential election: risks and opportunities

It has already been an eventful build up to the US Presidential election. Now that Labor Day has passed in the US, markets will become ever more influenced by shifts in the perceived probabilities regarding who will win. Daniel Murray assesses the latest polling data together with the risks and opportunities associated with each candidate.

  • 10 settembre 2024
article
Post-summer thoughts on the US Presidential election
  • Macro

Post-summer thoughts on the US Presidential election

It has already been an eventful build up to the US Presidential election. Now that Labor Day has passed in the US, markets will become ever more influenced by shifts in the perceived probabilities regarding who will win. Daniel Murray assesses the latest polling data together with the risks and opportunities associated with each candidate.

  • 09 settembre 2024
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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W1K 6AP

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