Insights

Freshman Economics, Budget Deficits and Corporate Profits

Global stock markets have defied gravity over the past 18 months.

Giorgio Pradelli: “We achieved the best semester performance with highest net profit and a net new asset growth rate above our target range”

EFG’s strong performance in the first half of 2026 shows that we entered our new strategic cycle with positive momentum, delivering against the goals outlined at our Investor Day in November 2025.

Beyond the hyperscalers: the next wave of AI opportunities

AI may dominate headlines, but its success depends on a vast network of supporting industries. Building the infrastructure to power the next generation of AI will require unprecedented investment in energy, computing, connectivity and security, creating opportunities that extend far beyond the technology giants. Investors who widen their lens may uncover some of the less obvious winners.

Agile Poise

Vivien and two other pieces from the EFG Art Collection – a work by Olafur Eliasson and one by Steven Parrino − are on temporary loan to Saatchi Gallery for its 40th anniversary exhibition titled “The Long Now” that ran until 26 April 2026.

Kevin Warsh and the limits of Fed chairmanship

A change in Chair at the Federal Reserve may lead many to assume that US monetary policy could also shift.

Is the tide turning for the Korean won?

In June, the Korean won trade weighted exchange rate fell to a 30-year low. While strong macroeconomic fundamentals were offset by other factors, recent institutional developments have improved the outlook for the won.