Investment Insights 10 十二月 2024 Outlook 2025 Welcome to EFG’s Outlook 2025 where we outline our top ten themes for the year ahead and review how well our predictions for 2024 did. Mozamil Afzal min read
Investment Insights 10 十二月 2024 Welcome to EFG’s inaugural edition of our Capital Market Assumptions which provides our analysis on how key asset classes are set to behave over the next 7-10 years. Mozamil Afzal 1 min read
Sponsorships • Sailing 10 十二月 2024 Risk Management in Offshore Sailing: Fail to Prepare, Prepare to Fail! Racing offshore, particularly in the solo round-the-world Vendée Globe race, presents unique challenges, blending high performance with extreme conditions. Read on to delve deeper into the world of risk management in offshore sailing. by Holly Cova, Director Team Malizia Marketing & Communications 3 min read
Investment Insights • MFN 09 十二月 2024 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. GianLuigi Mandruzzato 2 min read
Investment Insights • MFN 09 十二月 2024 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. GianLuigi Mandruzzato 2 min read