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Author: Stefan Gerlach

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During the financial crisis, the eurozone was often seen as consisting of a core… Read more
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In this issue of Infocus, Stefan Gerlach provides an overview of the state… Read more
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30 Nov 2018  |  

The Swedish economy

At first glance, it would appear that all is well with the its economy but, as… Read more
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Emerging market equities have historically reflected the fortunes of both global… Read more
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In this edition of Infocus, Stefan Gerlach argues that sometimes it is necessary… Read more
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When monetary policy is normalised in the US, where might long yields settle? As… Read more
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In this edition of Infocus, Stefan Gerlach, EFG's Chief Economist, argues that… Read more

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Stefan Gerlach takes on the strange case of the missing dollar strength… Read more
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18 Jul 2018  |  

Oil, gold, and the strong dollar

A strong dollar is historically associated with a general weakness right across… Read more
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14 Jan 2019  |  

Global infrastructure needs

Global financialmarkets were concerned about several issues in late 2018: from… Read more