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News and interviews 24 luglio 2024

Giorgio Pradelli: “We delivered a record profit in the first half of 2024 and accelerated our growth momentum”

EFG’s consistent net asset inflows are a testament to the strength of our bank and the trust that clients place in us and our expertise.

Marketing & Communications

1 min read

Investment Insights • MFN 22 luglio 2024

Eurozone manufacturing remains in the doldrums

The eurozone manufacturing sector has recently lost momentum. As the European Central Bank (ECB) noted at its July meeting, uncertainty about the sector’s outlook is one of the main risks to eurozone growth. Senior Economist GianLuigi Mandruzzato looks at the prospects for eurozone industrial production, also accounting for the developments in the Chinese economy.

GianLuigi Mandruzzato

2 min read

Investment Insights • MFN 19 luglio 2024

Not all small caps are created equal

US small-cap companies had a strong start to the second half of the year, with a rally of over 10.5% so far in July, after underperforming large-cap companies by almost 15% in the first half of 2024. The weaker-than-expected reading of the June Consumer Price Index (CPI) index triggered a rotation from investors into parts of the market that had so-far lagged. In this Macro Flash Note, Economist Joaquin Thul argues that while the asset class may look attractive, investors should remain selective in their small-cap exposure.

Joaquin Thul

3 min read

Investment Insights • MFN 19 luglio 2024

Good news on Swiss electricity prices

The moderation in European electricity prices will spill over to Switzerland in 2025. As a result, Swiss inflation risks being lower than the SNB expects. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the implications for the Swiss National Bank (SNB) monetary policy and the Swiss franc.

GianLuigi Mandruzzato

2 min read

Investment Insights • Insight 19 luglio 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 • MFN 15 luglio 2024

Inflation relief – finally

The June 2024 US Consumer Price Index (CPI) release was met with much excitement by markets, precipitating a broad-based rally in both equities and bonds. Daniel Murray reviews the data in this Macro Flash Note, concluding that, after a few months of interruption, the overall disinflationary process appears to be back on track once again.

Daniel Murray

3 min read

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Insights

Giorgio Pradelli: “We delivered a record profit in the first half of 2024 and accelerated our growth momentum”

Eurozone manufacturing remains in the doldrums

Not all small caps are created equal

Good news on Swiss electricity prices

Debt rising, inflation receding

Inflation relief – finally

Stay ahead of the curve

Discover more

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