Insights

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

Mozamil Afzal

Investment Insights • Insight 11 octobre 2024

Victory lap or obstacle course?

With inflation rates close to targeted levels and interest rates starting to fall, it is tempting to say that the central banks’ mission has been accomplished. But caution prevails and risks remain.

Mozamil Afzal

2 min read

Investment Insights • Insight 19 septembre 2024

Outlook Update for the Global Economy

Moz Afzal, CIO and Daniel Murray, Deputy CIO discuss what to expect over the coming months regarding the US election, central banks and interest rates, alongside a focus on innovation and the implications of AI on the economy.

Mozamil Afzal

3 min read

Investment Insights • Insight 19 juillet 2024

Debt rising, inflation receding

Global economic growth remains firm and inflation pressures are receding. However, political developments have unsettled some markets and will remain a theme in the second half of 2024.

Mozamil Afzal

3 min read

Investment Insights • Insight 02 juillet 2024

Mid-Year Outlook 2024

At this halfway point in 2024 we find it helpful to review our Outlook 2024 predictions. To discover how our predictions are faring so far this year and what we are considering for the remainder of 2024, please watch the video below.

Mozamil Afzal

1 min read

Investment Insights • Infocus 26 février 2024

Views on China

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. It is a mosaic built from the many views expressed and does not reflect the view of any single person.

Mozamil Afzal

6 min read

Investment Insights 14 décembre 2023

Présentation des dix principales convictions d’EFG pour l’année 2024

Les tendances de l’inflation et le dynamisme de la croissance économique seront des facteurs clés qui façonneront les marchés en 2024. L’économie mondiale semble être en bonne voie pour effectuer un atterrissage en douceur l’année prochaine, les taux de croissance des économies émergentes et en développement devant prendre le pas sur ceux de la plupart des économies avancées.

Mozamil Afzal

4 min read

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Insights

Victory lap or obstacle course?

Outlook Update for the Global Economy

Debt rising, inflation receding

Mid-Year Outlook 2024

Views on China

Présentation des dix principales convictions d’EFG pour l’année 2024

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Discover more

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