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Author: Stefan Gerlach

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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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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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Asian equities were up +30% in 2017, so what does 2018 have in store?… Read more
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09 Oct 2018  |  

Trump, tariffs and trade

Our Quarterly Market Reviewtakes a look at two inter-related issues which will… Read more