Insights

Europe’s push for self-reliance is driving a major investment cycle

Europe’s growth challenges remain, but a powerful new investment cycle is emerging as governments spend heavily on defence and energy security to bolster their autonomy.

IMF: global economy in crosscurrents of war and technology

The International Monetary Fund (IMF) recently released its July World Economic Outlook (WEO) update.* Its projections for global real GDP growth in 2026 are marginally lower than in the April WEO and risks to the outlook are more balanced. Economist Sam Jochim summarises the notable points from the latest report.

Secondaries first: rethinking private market liquidity

In EFG’s Outlook 2026 publication, private equity secondaries were highlighted as a key opportunity within private markets. In this episode, CIO Moz Afzal is joined by Jake Elmhirst, Partner and Head of Private Wealth Secondaries Solutions at Coller Capital, to discuss why secondaries have become a core building block in client portfolios.

Colombia’s new strongman: Security first, fiscal test to follow

Abelardo De la Espriella’s narrow presidential victory ushers in a new, security-focused administration in Colombia, backed by conservative voters and aligned closely with the US. In this edition of InFocus, Economist and Strategist Joaquin Thul discusses key topics in De la Espriella’s agenda and the potential challenges his government will face.

The US under President Trump - economic winners and losers

Tariff announcements, the ‘One Big Beautiful Bill’, the demolition of the East Wing of the White House – the Trump administration is rarely off-screen or out of the headlines.

How Central Banks Navigate Uncertainty to Maintain Stability – Interview with Don Rissmiller and Stefan Gerlach

Don Rissmiller is a Founding Partner of Strategas and he has directed the firm’s macroeconomic research efforts since 2006.