Insights

Trends, news, analysis and insight brought to you by our network of global experts.

Investment Insights • Macro 04 July 2025

The growing importance of BRICS

One of the themes in EFG’s Outlook 2025 is ‘BRICS grow in importance’. The group is expanding, contributing more to GDP growth, and exercising a greater degree of cooperation.

Sam Jochim

2 min read

Investment Insights • News and interviews 30 June 2025

The longevity era: Building resilient economies and thriving societies

We are living longer these days, which is a positive development provided that we also enjoy a healthy and comfortable old age. Financial security is a key consideration for people as they plan for a potentially long retirement.

Andrea Beltratti

3 min read

Investment Insights • Macro 26 June 2025

Monetary policy divergence in Latin America

The monetary policy meetings held on 17 and 18 June by the central banks of Chile and Brazil saw similar assessments of global economic conditions but different domestic situations led to a divergence of their monetary policy decisions.

Stefan Gerlach

2 min read

Investment Insights • Macro 26 June 2025

Rethinking strategic global asset allocation and Swiss assets

The ‘America First’ policies introduced by the Trump administration have triggered a rethink of global capital allocation.

Damian Burkhardt

2 min read

Investment Insights • Macro 25 June 2025

FOMC policy and outlook – June 2025

In this Macro Flash Note, EFG Chief Economist Stefan Gerlach reviews the outcome of the FOMC meeting held on 18–19 June.

Stefan Gerlach

2 min read

Investment Insights • Macro 24 June 2025

Market reactions and economic implications of the Iran-Israel ceasefire agreement

Markets reacted cautiously to the Iran-Israel ceasefire announcement, which remains fragile due to ongoing uncertainty in the region. In this Macro Flash Note, Deputy CIO Daniel Murray provides an assessment of recent events.

Daniel Murray

2 min read

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Insights

The growing importance of BRICS

The longevity era: Building resilient economies and thriving societies

Monetary policy divergence in Latin America

Rethinking strategic global asset allocation and Swiss assets

FOMC policy and outlook – June 2025

Market reactions and economic implications of the Iran-Israel ceasefire agreement

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