Insights

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Investment Insights • MFN 19 agosto 2024

Solid macro fundamentals in Brazil support a H2 24 stabilisation

After a strong performance in 2023, Brazilian assets had a weak first half of the year. Despite investors’ concerns and a hawkish turn by the central bank, macroeconomic fundamentals remain strong. In this Macro Flash Note, Economist Joaquin Thul explains why Brazilian assets could surprise on the upside in the second half of 2024.

Joaquin Thul

3 min read

Investment Insights • MFN 13 agosto 2024

Swiss summertime blues

A weakening global economy and the appreciation of the Swiss franc are weighing on the outlook for Switzerland. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the fundamentals of the Swiss economy and the implications for monetary policy.

GianLuigi Mandruzzato

3 min read

Investment Insights • MFN 12 agosto 2024

Is the US economy in recession?

The increase in the US unemployment rate in July triggered the Sahm rule that has coincided with the start of recessions since 1960. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato provides context around the signal the Sahm rule is providing and its implications for the US economic and monetary policy outlook.

GianLuigi Mandruzzato

3 min read

News and interviews 12 agosto 2024

Why connecting with people is key- interview with Franco Polloni

Franco Polloni has served as Head Switzerland & Italy Region at EFG since 2017. In the following interview, he talks about the importance of soft skills in business, staying relevant in a fast-changing world and how art adds meaning to our lives.

Marketing & Communications

4 min read

Sponsorships • Sailing 08 agosto 2024

Vendée Globe 2024/25: The countdown commences

It is now only three months to go to the start of the Vendée Globe on 10 November 2024. Team Malizia’s skipper Boris Herrmann is one of 40 international competitors who will set sail from Les Sables d’Olonne in France for the 45,000 kilometre circumnavigation of the globe.

Marketing & Communications

2 min read

Investment Insights • MFN 06 agosto 2024

Recent market moves: what happened, why it happened and what it portends

Markets experienced violent moves at the end of last week and beginning of this week. In this note Daniel Murray discusses what happened, why it happened and the investment outlook for the remainder of the year.

Daniel Murray

4 min read

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Insights

Solid macro fundamentals in Brazil support a H2 24 stabilisation

Swiss summertime blues

Is the US economy in recession?

Why connecting with people is key- interview with Franco Polloni

Vendée Globe 2024/25: The countdown commences

Recent market moves: what happened, why it happened and what it portends

Stay ahead of the curve

Discover more

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