Insights

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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
China – the bubble that never pops Investment Insights

China – the bubble that never pops

Even as encouraging results from vaccine trials trigger hopes of a ‘return to normality’ in 2021, one thing is clear: The seismic shock to economies and societies around the globe caused by Covid-19 is likely to be felt for many years. The question is: Could the corona crisis also shake up our global economic order – or will heavyweights such as China emerge from the pandemic just as strong as before?

Mozamil Afzal

2 min read
The currency conundrum Investment Insights

The currency conundrum

Forecasting exchange rates is a challenge – not least because the political, economic and financial news and events that influence them are themselves difficult to predict. And you need only look at Brexit or the recent US presidential election to see how political turmoil can trigger currency headwinds – or consider how an unexpected drop in oil prices impacts on the currencies of oil-producing nations. In a special issue of Infocus, EFG Chief Economist Stefan Gerlach explores how numerous risk factors can affect exchange rates.

Stefan Gerlach

2 min read

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