Insights

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

Pandemic-led policy changes or paradigm shifts – what lies in store in 2021? Investment Insights

Pandemic-led policy changes or paradigm shifts – what lies in store in 2021?

Each new year brings the hope of a fresh start. After the torrid experiences of the ‘corona year’ 2020, this sentiment was stronger than ever in early 2021 – buoyed up by the launch of vaccines, which could signal a possible way out of the health crisis. So what exactly lies in store for us this year? In the new Quarterly Market Review for Q1 2021, EFG economists outline the key trends they expect to unfold and explain how these could be shaped by the further course of the pandemic.

Mozamil Afzal

3 min read
Central bank digital currencies – the money of the future? Investment Insights

Central bank digital currencies – the money of the future?

Digital currencies have been in the spotlight for months – not least due to the surge in the price of Bitcoin, which hit an all-time high of over USD 41,000 in early January. In parallel to the growing investor interest in the crypto scene, central banks are now also turning their attention to digital currencies. In a new issue of Infocus, economist Joaquin Thul examines the key characteristics of crypto and asks whether central bank digital currencies could emerge as a complement to cash in the future.

Joaquin Thul

3 min read
The fiscal dilemma: Government borrowing in the time of corona Investment Insights

The fiscal dilemma: Government borrowing in the time of corona

The corona crisis has altered our world beyond recognition – leaving an indelible mark on parts of the economy and society. Its effect on public finances has been particularly dramatic – with fiscal deficits soaring as economies around the world slide into recession. At the same time, interest rates remain at historically low levels – reducing the cost of government borrowing. In a special edition of Infocus, EFG Chief Economist Stefan Gerlach turns the spotlight on the so-called ‘fiscal dilemma’ facing governments globally.

Stefan Gerlach

3 min read

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