Markets Recon

Part of EFG International

EFG International

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The archive

Their research,
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Title Topics Published Actions
Will AI permanently boost economic growth? - interview with Stefan Gerlach
EFG’s Capital Market Assumptions
How technology is redefining the limits of ocean racing - interview with Team Malizia
Augmented Imperfection
The human element remains the differentiator - interview with Ted Stratigos
IMF: resilience under strain, urgent choices
Blue Economy: Translating climate action into capital solutions
Game changer - interview with Valentin Vacherot
Unlocking new dimensions of human potential - interview with Roey Tzezena
French debt crisis: causes, repercussions, and risks
Rules are only the beginning
Assessing downside risks: scenarios, triggers and thresholds
The new macro order: gold, deglobalisation and EM opportunities
"Innovation alone is never enough" - interview with Maria Luisa Siccardi
Sustainability after the reset
Developed market bonds are back. Where are the best opportunities?
Discover the latest edition of InTalks magazine
The world isn't cutting rates in sync anymore. Why this matters for portfolios
Token Limit Exceeded
Joining the party late – Europe’s bullish turn
Energy shock or inflation shock? Why the distinction matters
Desert island data
EP 148: Is the AI boom cracking? Inside July’s sell-off and beyond
Healthcare’s next chapter – the investment opportunities
Fixed income market woes

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