Insights

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

Sponsorships 18 March 2021

Re-live the highlights of Boris Herrmann’s great success at the Vendée Globe

Every Vendée Globe is unique and set against the backdrop of a pandemic, the 9th edition was one of the most enthralling in race history, captivating global audiences and demonstrating why it is considered the ultimate test of human and sporting endeavour.

Marketing & Communications

4 min read

Investment Insights 17 March 2021

Rising bond yields, convexity hedging and the Federal Reserve

The rise in US government bond yields since the beginning of the year is being closely watched by investors. One reason is the concern that yields will reach a tipping point that will accelerate sales of government bonds, causing a further jump in yields. This risk is related to the USD 9 trillion mortgage-backed securities market. In this Macro Flash Note, GianLuigi Mandruzzato looks at how this risk could evolve and what factors can mitigate it.

GianLuigi Mandruzzato

5 min read

Investment Insights 15 March 2021

The FOMC and the weak US labour market

With the FOMC meeting on 16-17 March in mind, in this Macro Flash Note EFG Chief Economist Stefan Gerlach looks at the Fed’s changing view of the labour market, which focuses increasingly on its weakest segment. Chairman Powell’s judgement in a speech on 10 February – that the US is a long way from the strong labour that is the Fed’s objective – remains apt.

Stefan Gerlach

4 min read

Investment Insights 12 March 2021

US inflation: four phenomena

The combination of prolonged easy monetary accommodation and a post-Covid rebound in activity has led to concerns about US inflation spiralling out of control. On examining in more detail the underlying dynamics, the main conclusion is that, whilst there are indeed reasons to believe there will be some increase this year, inflationary forces are expected to remain benign.

Daniel Murray

8 min read

Sponsorships 11 March 2021

The importance of heritage

A closer look at the Conservation Department of The Peggy Guggenheim Collection

Marketing & Communications

3 min read

Investment Insights 11 March 2021

Sentiment turns negative in Brazil as politics take centre stage

The campaign for the 2022 Presidential election in Brazil has unofficially started. In recent weeks, sentiment has turned against Brazilian President Jair Bolsonaro following a series of events and decisions made by the divisive South American leader. Markets have reacted negatively to the increased uncertainty which could threaten the future of his reform agenda. Lack of control of the Covid-19 pandemic could also delay the economic recovery in 2021. In this Macro Flash Note, Joaquin Thul discusses the outlook for Brazil.

Joaquin Thul

7 min read

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Insights

Re-live the highlights of Boris Herrmann’s great success at the Vendée Globe

Rising bond yields, convexity hedging and the Federal Reserve

The FOMC and the weak US labour market

US inflation: four phenomena

The importance of heritage

Sentiment turns negative in Brazil as politics take centre stage

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