Insights

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

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
Swiss economy: A recipe for resilience in the time of Covid Investment Insights

Swiss economy: A recipe for resilience in the time of Covid

The global economy is still reeling from the Covid-19 pandemic and the resulting collapse in international trade. As a small export-oriented economy, Switzerland might seem especially vulnerable to this contagion – and yet its GDP is expected to decline by less than that of many industrialized nations. In a special issue of Infocus, EFG Senior Economist Gianluigi Mandruzzato takes the pulse of the Swiss economy and examines the reasons for its resilience.introduced negative rates back in 2014 and central banks in other countries – including Switzerland, Sweden and Hungary – having followed suit, the concept merits closer examination.

GianLuigi Mandruzzato

3 min read
YCC – a response to the corona curveball? Investment Insights

YCC – a response to the corona curveball?

All eyes have been on the US Fed recently as it debates measures to stimulate the country’s corona-stricken economy. Many of us are already familiar with ‘QE’ – the mass asset purchases made by central banks, including the Fed, in the wake of the financial crisis. However, the name of a lesser-known monetary policy tool has surfaced in media reports lately: Yield Curve Control. In the new issue of Infocus, EFG Chief Economist Stefan Gerlach turns the spotlight on this concept and explores how it works.

Stefan Gerlach

2 min read
Colombia, Chile and Peru: Combating the economic consequences of Covid Investment Insights

Colombia, Chile and Peru: Combating the economic consequences of Covid

Covid-19 may have reached Latin America later than other world regions but its effects have been no less dramatic – in terms of fatalities and economic fallout. Recent IMF estimates suggest that Latin America’s overall GDP will decline by more than 8.5% in 2020 as a result of the pandemic. The picture in individual countries is mixed – reflecting their different monetary and fiscal responses to the crisis. In a special edition of Infocus, EFG economist Joaquin Thul looks at three Andean nations – Colombia, Chile and Peru – and compares how they have reacted to the economic shockwaves caused by corona.

Joaquin Thul

4 min read

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