Investment Research & Insights

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In this edition of Infocus, Stefan Gerlach argues that sometimes it is necessary… Read more
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03 May 2018  |  

Can Modi transform India?

At the World Economic Forum in January 2018, India's PM Narendra Modi outlined… 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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05 Apr 2018  |  

Juggling act

Around theworld, governments are performing a juggling act: trying to meet the… Read more
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Thewords ‘trade war’ make dramatic headlines in the media, but will the… Read more
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Stefan Gerlach takes on the strange case of the missing dollar strength… Read more
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The Italian general election looms… 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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a diversified, best ideas approach to multi-asset investing… 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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13 Dec 2017  |  

2018 Outlook

Our easy to navigate microsite explores the 10 key themes… Read more
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16 Nov 2017  |  

A lawyer at the Fed?

Should a lawyer head the Fed? In this edition of Infocus, Stefan Gerlach, EFG's… Read more
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