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Insights & News

Stay up to date with global markets, discover our latest thinking on key topics, themes and asset classes, plus recent fund news.

Infocus - What Modi’s re-election means for India’s economy

Infocus - What Modi’s re-election means for India’s economy

In January, EFG Chief Investment Officer Moz Afzal and EFG Chief Economist Stefan Gerlach visited Hong Kong and Singapore to present the EFG Outlook 2024. They took the opportunity to meet with market strategists as well as private and public sector economists to better understand the economic problems China is facing. This issue of Infocus provides a synthesis of what they learned in their conversations.

  • 30 mai 2024
Exploring the artificial intelligence value chain

Exploring the artificial intelligence value chain

The boom in artificial intelligence (AI) has been difficult to ignore, and there has been significant infrastructure spending. While Nvidia is the current poster child, beyond the company, there is an intricate supply chain and adjacent products vying to take advantage of the AI revolution. Jonathan Rawicz, Senior Portfolio Manager, and Henry Walters, Equity Analyst, explore their key considerations surrounding the ongoing infrastructure buildout and how they identify opportunities in the space.

  • 23 mai 2024
Inview May 2024

Inview May 2024

Inview - In this publication we consider significant developments in the world’s markets, and discuss our key convictions and themes for the coming months.

  • 08 mai 2024
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